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 | $20,570 | -2.8% | 347 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,170 | +10.2% | 347 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,210 | +9.3% | 347 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,582 | +3.4% | 347 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -5.6% | 347 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -67.3% | 347 | -58.5% | 0.00% | -57.1% |
| Q1 2022 | $55,000 | +120.0% | 837 | +141.2% | 0.01% | +133.3% |
| Q4 2021 | $25,000 | +13.6% | 347 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 347 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +83.3% | 347 | +63.7% | 0.00% | +50.0% |
| Q1 2021 | $12,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | -96.6% | 212 | -97.0% | 0.00% | -97.0% |
| Q3 2020 | $352,000 | +9.7% | 7,032 | -1.7% | 0.07% | -1.5% |
| Q2 2020 | $321,000 | +25.4% | 7,152 | 0.0% | 0.07% | -1.4% |
| Q1 2020 | $256,000 | -65.5% | 7,152 | -59.7% | 0.07% | -59.6% |
| Q4 2019 | $743,000 | – | 17,728 | – | 0.17% | – |
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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% |