SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $229,300 | -16.2% | 3,868 | -13.8% | 0.01% | -8.3% |
Q2 2023 | $273,600 | -6.5% | 4,485 | -15.2% | 0.01% | -14.3% |
Q1 2023 | $292,770 | +3.6% | 5,288 | -5.2% | 0.01% | 0.0% |
Q4 2022 | $282,684 | -1.8% | 5,579 | -2.8% | 0.01% | -12.5% |
Q3 2022 | $288,000 | -3.4% | 5,740 | +0.7% | 0.02% | +6.7% |
Q2 2022 | $298,000 | -34.6% | 5,700 | -17.2% | 0.02% | -28.6% |
Q1 2022 | $456,000 | -63.8% | 6,886 | -60.4% | 0.02% | -61.8% |
Q4 2021 | $1,261,000 | +22.0% | 17,403 | +7.8% | 0.06% | +5.8% |
Q3 2021 | $1,034,000 | +1.9% | 16,151 | +0.2% | 0.05% | 0.0% |
Q2 2021 | $1,015,000 | +157.0% | 16,126 | +130.0% | 0.05% | +136.4% |
Q1 2021 | $395,000 | -11.8% | 7,010 | -13.6% | 0.02% | -18.5% |
Q4 2020 | $448,000 | +41.3% | 8,111 | +28.4% | 0.03% | +28.6% |
Q3 2020 | $317,000 | – | 6,317 | – | 0.02% | – |
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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% |