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 | $999,876 | -2.8% | 16,867 | +0.0% | 0.13% | 0.0% |
| Q2 2023 | $1,028,995 | +12.2% | 16,866 | +1.8% | 0.13% | +7.4% |
| Q1 2023 | $917,038 | +9.4% | 16,565 | +0.1% | 0.12% | -3.2% |
| Q4 2022 | $838,386 | +202.7% | 16,546 | +199.0% | 0.13% | +26.0% |
| Q3 2020 | $277,000 | +17.4% | 5,534 | -16.2% | 0.10% | -13.0% |
| Q1 2020 | $236,000 | -65.9% | 6,602 | -60.1% | 0.12% | -58.0% |
| Q4 2019 | $693,000 | -5.5% | 16,527 | -10.2% | 0.27% | -9.6% |
| Q3 2019 | $733,000 | -94.3% | 18,403 | -94.3% | 0.30% | -94.6% |
| Q2 2019 | $12,940,000 | +5291.7% | 324,875 | +4944.6% | 5.62% | +4964.9% |
| Q1 2019 | $240,000 | +13.2% | 6,440 | +9.0% | 0.11% | +16.8% |
| Q3 2018 | $212,000 | – | 5,906 | – | 0.10% | – |
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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% |