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 | $1,644 | +267.8% | 27,738 | +278.9% | 0.08% | +305.3% |
| Q2 2023 | $447 | -69.3% | 7,321 | -72.2% | 0.02% | -67.8% |
| Q1 2023 | $1,456 | -99.8% | 26,300 | +42.0% | 0.06% | +13.5% |
| Q2 2022 | $968,000 | -56.8% | 18,519 | -45.3% | 0.05% | -32.5% |
| Q1 2022 | $2,241,000 | +161.5% | 33,846 | +153.0% | 0.08% | +126.5% |
| Q3 2021 | $857,000 | +16.0% | 13,379 | +14.0% | 0.03% | -8.1% |
| Q2 2021 | $739,000 | +0.4% | 11,736 | -11.9% | 0.04% | -26.0% |
| Q4 2020 | $736,000 | -54.8% | 13,315 | -59.0% | 0.05% | -58.7% |
| Q3 2020 | $1,628,000 | +250.9% | 32,482 | +214.4% | 0.12% | +227.0% |
| Q2 2020 | $464,000 | – | 10,333 | – | 0.04% | – |
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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% |