SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 739 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240 | -2.8% | 4,055 | 0.0% | 0.13% | 0.0% |
| Q2 2023 | $247 | +10.3% | 4,055 | 0.0% | 0.13% | +5.8% |
| Q1 2023 | $224 | +9.3% | 4,055 | 0.0% | 0.12% | +6.1% |
| Q4 2022 | $205 | -99.9% | 4,055 | 0.0% | 0.11% | +1.8% |
| Q3 2022 | $203,000 | -4.2% | 4,055 | 0.0% | 0.11% | +1.8% |
| Q2 2022 | $212,000 | -20.9% | 4,055 | 0.0% | 0.11% | -6.8% |
| Q1 2022 | $268,000 | -8.8% | 4,055 | 0.0% | 0.12% | -4.1% |
| Q4 2021 | $294,000 | +13.1% | 4,055 | 0.0% | 0.12% | +5.1% |
| Q3 2021 | $260,000 | +2.0% | 4,055 | 0.0% | 0.12% | +0.9% |
| Q2 2021 | $255,000 | -5.2% | 4,055 | -15.0% | 0.12% | -10.1% |
| Q1 2021 | $269,000 | +1.9% | 4,770 | 0.0% | 0.13% | -1.5% |
| Q4 2020 | $264,000 | +10.5% | 4,770 | 0.0% | 0.13% | -5.8% |
| Q3 2020 | $239,000 | +11.7% | 4,770 | 0.0% | 0.14% | +2.2% |
| Q2 2020 | $214,000 | -43.7% | 4,770 | -55.2% | 0.14% | -52.4% |
| Q1 2020 | $380,000 | – | 10,645 | – | 0.29% | – |
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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% |