SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,351 | +34.2% | 140,876 | +38.1% | 0.05% | +32.4% |
| Q2 2023 | $6,222 | -100.0% | 101,984 | -53.9% | 0.04% | -57.0% |
| Q4 2021 | $16,041,000 | +7.8% | 221,349 | -4.8% | 0.09% | -6.5% |
| Q3 2021 | $14,880,000 | +6455.1% | 232,428 | +6347.4% | 0.09% | +9100.0% |
| Q2 2021 | $227,000 | +12.9% | 3,605 | +1.3% | 0.00% | -50.0% |
| Q1 2021 | $201,000 | +1.5% | 3,557 | -0.7% | 0.00% | 0.0% |
| Q4 2020 | $198,000 | -97.5% | 3,581 | -97.7% | 0.00% | -97.4% |
| Q3 2020 | $7,796,000 | +11.7% | 155,578 | +0.2% | 0.08% | -5.0% |
| Q2 2020 | $6,978,000 | +3001.3% | 155,339 | +2368.0% | 0.08% | +1500.0% |
| Q1 2020 | $225,000 | – | 6,294 | – | 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% |