SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,389 | -2.8% | 4,460 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $272,105 | +10.2% | 4,460 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $246,906 | +8.0% | 4,460 | -1.1% | 0.02% | +6.2% |
| Q4 2022 | $228,522 | +1.1% | 4,510 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $226,000 | -16.9% | 4,510 | -13.4% | 0.02% | -15.0% |
| Q2 2022 | $272,000 | -47.5% | 5,210 | -33.4% | 0.02% | -37.5% |
| Q1 2022 | $518,000 | -1.7% | 7,825 | +7.6% | 0.03% | -3.0% |
| Q4 2021 | $527,000 | +12.8% | 7,275 | -0.2% | 0.03% | +6.5% |
| Q3 2021 | $467,000 | +11.7% | 7,290 | +9.8% | 0.03% | +14.8% |
| Q2 2021 | $418,000 | +10.0% | 6,640 | -1.3% | 0.03% | -3.6% |
| Q1 2021 | $380,000 | +4.7% | 6,730 | +2.4% | 0.03% | -3.4% |
| Q4 2020 | $363,000 | +5.8% | 6,570 | -3.9% | 0.03% | -6.5% |
| Q3 2020 | $343,000 | +11.7% | 6,840 | 0.0% | 0.03% | +10.7% |
| Q2 2020 | $307,000 | – | 6,840 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Investments & Financial Planning, LLC | 387,373 | $22,963,461 | 20.47% |
| RESTON WEALTH MANAGEMENT LLC | 676,946 | $40,129,377 | 20.26% |
| Leicht Financial Planning & Wealth Management, Inc. | 494,463 | $29,311,782 | 18.09% |
| Cordatus Wealth Management LLC | 332,341 | $19,701 | 18.00% |
| Boyd Wealth Management, LLC | 445,284 | $26,396,436 | 17.74% |
| DESTINY CAPITAL SECURITIES CORPORATION | 329,340 | $19,523,273 | 15.84% |
| Focused Wealth Management, Inc | 1,396,507 | $82,784,936 | 14.62% |
| ERTS Wealth Advisors, LLC | 989,431 | $58,653,474 | 14.12% |
| Compton Financial Group, LLC | 613,318 | $36,357,441 | 13.81% |
| Willis Johnson & Associates, Inc. | 2,270,571 | $134,599,448 | 13.80% |