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 | $124,785 | -43.4% | 2,105 | -41.7% | 0.01% | -40.0% |
| Q2 2023 | $220,373 | +155.5% | 3,612 | +131.8% | 0.02% | +150.0% |
| Q1 2023 | $86,243 | -39.4% | 1,558 | -44.5% | 0.01% | -45.5% |
| Q4 2022 | $142,237 | +0.2% | 2,807 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $142,000 | +61.4% | 2,807 | +67.0% | 0.01% | +116.7% |
| Q2 2022 | $88,000 | -17.8% | 1,681 | +4.7% | 0.01% | -25.0% |
| Q1 2022 | $107,000 | -71.5% | 1,606 | -69.1% | 0.01% | -66.7% |
| Q4 2021 | $376,000 | +161.1% | 5,198 | +131.5% | 0.02% | +140.0% |
| Q3 2021 | $144,000 | +10.8% | 2,245 | +9.0% | 0.01% | +11.1% |
| Q2 2021 | $130,000 | +12.1% | 2,059 | 0.0% | 0.01% | +12.5% |
| Q1 2021 | $116,000 | – | 2,059 | – | 0.01% | – |
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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% |