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 | $3,074,346 | -12.1% | 51,861 | -9.5% | 0.06% | -7.9% |
| Q2 2023 | $3,496,572 | +288.5% | 57,311 | +252.6% | 0.06% | +80.0% |
| Q1 2023 | $899,909 | +11.1% | 16,256 | +1.7% | 0.04% | +6.1% |
| Q4 2022 | $810,261 | -22.8% | 15,991 | -23.7% | 0.03% | -37.7% |
| Q3 2022 | $1,050,000 | -16.6% | 20,959 | -13.0% | 0.05% | -11.7% |
| Q2 2022 | $1,259,000 | -25.4% | 24,083 | -5.5% | 0.06% | -20.0% |
| Q1 2022 | $1,688,000 | -16.7% | 25,490 | -8.9% | 0.08% | -2.6% |
| Q4 2021 | $2,027,000 | – | 27,974 | – | 0.08% | – |
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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% |