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 | $2,033,354 | +6.6% | 34,301 | +9.7% | 0.15% | +10.3% |
Q2 2023 | $1,907,385 | +28.0% | 31,263 | +16.2% | 0.14% | +28.3% |
Q1 2023 | $1,490,081 | +30.9% | 26,916 | +19.8% | 0.11% | +20.5% |
Q4 2022 | $1,138,277 | -7.3% | 22,464 | -8.3% | 0.09% | -13.7% |
Q3 2022 | $1,228,000 | +9.1% | 24,502 | +13.8% | 0.10% | +13.3% |
Q2 2022 | $1,126,000 | -3.4% | 21,537 | +22.3% | 0.09% | +15.4% |
Q1 2022 | $1,166,000 | +3.4% | 17,608 | +13.1% | 0.08% | +6.8% |
Q4 2021 | $1,128,000 | +79.6% | 15,565 | +56.1% | 0.07% | +49.0% |
Q2 2021 | $628,000 | +16.7% | 9,969 | +4.5% | 0.05% | -5.8% |
Q1 2021 | $538,000 | +9.6% | 9,536 | +7.3% | 0.05% | +2.0% |
Q4 2020 | $491,000 | -5.4% | 8,888 | -14.1% | 0.05% | +27.5% |
Q3 2020 | $519,000 | -0.2% | 10,351 | -10.6% | 0.04% | -48.7% |
Q2 2020 | $520,000 | -51.5% | 11,582 | -54.8% | 0.08% | -42.2% |
Q4 2019 | $1,073,000 | – | 25,613 | – | 0.14% | – |
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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% |