SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,982,551 | +773.9% | 134,658 | +799.5% | 0.22% | +980.0% |
| Q2 2023 | $913,397 | +30.0% | 14,971 | +18.0% | 0.02% | +5.3% |
| Q1 2023 | $702,353 | +50.2% | 12,687 | +37.4% | 0.02% | +46.2% |
| Q4 2022 | $467,716 | +16.1% | 9,231 | +15.0% | 0.01% | +8.3% |
| Q3 2022 | $403,000 | +2.5% | 8,028 | +7.0% | 0.01% | -29.4% |
| Q2 2022 | $393,000 | -1.3% | 7,501 | +25.1% | 0.02% | +30.8% |
| Q1 2022 | $398,000 | -96.4% | 5,997 | -96.1% | 0.01% | -96.0% |
| Q4 2021 | $11,205,000 | +47.5% | 154,609 | +30.3% | 0.32% | +33.5% |
| Q3 2021 | $7,597,000 | -7.5% | 118,650 | -9.1% | 0.24% | -9.4% |
| Q2 2021 | $8,216,000 | +27.6% | 130,465 | +1.6% | 0.27% | -22.2% |
| Q3 2020 | $6,438,000 | +18.7% | 128,452 | +6.4% | 0.34% | -5.2% |
| Q2 2020 | $5,425,000 | -2.0% | 120,749 | -22.1% | 0.36% | -23.5% |
| Q1 2020 | $5,538,000 | +7.0% | 154,911 | +16.0% | 0.47% | -16.6% |
| Q2 2019 | $5,174,000 | +102.8% | 133,572 | +94.9% | 0.57% | +77.7% |
| Q1 2019 | $2,551,000 | +23.5% | 68,524 | +26.9% | 0.32% | +29.7% |
| Q3 2018 | $2,066,000 | +245.5% | 53,993 | +218.0% | 0.25% | +211.4% |
| Q2 2018 | $598,000 | +5880.0% | 16,981 | +16881.0% | 0.08% | – |
| Q4 2014 | $10,000 | -100.0% | 100 | -66.7% | 0.00% | -100.0% |
| Q2 2014 | $27,273,000 | – | 300 | – | 0.01% | – |
Download | ||||||
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% |