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 | $764,011 | +3.2% | 13,009 | +8.5% | 0.04% | +7.9% |
| Q2 2023 | $740,249 | +9.5% | 11,992 | -1.1% | 0.04% | -2.6% |
| Q1 2023 | $676,266 | -0.4% | 12,130 | -1.8% | 0.04% | -7.1% |
| Q4 2022 | $679,074 | +52.6% | 12,354 | +39.9% | 0.04% | +31.2% |
| Q3 2022 | $445,000 | -47.3% | 8,829 | -38.3% | 0.03% | -47.5% |
| Q2 2022 | $844,000 | -1.6% | 14,316 | -10.3% | 0.06% | -7.6% |
| Q1 2022 | $858,000 | -2.4% | 15,953 | +15.9% | 0.07% | +6.5% |
| Q4 2021 | $879,000 | +8.7% | 13,760 | +19.7% | 0.06% | +8.8% |
| Q3 2021 | $809,000 | -30.6% | 11,492 | -34.8% | 0.06% | +32.6% |
| Q2 2021 | $1,166,000 | +58200.0% | 17,614 | +26587.9% | 0.04% | – |
| Q3 2018 | $2,000 | 0.0% | 66 | +1.5% | 0.00% | – |
| Q2 2018 | $2,000 | +100.0% | 65 | +160.0% | 0.00% | – |
| Q1 2018 | $1,000 | – | 25 | – | 0.00% | – |
Download | ||||||
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% |