SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $431,738 | +25.9% | 6,636 | +14.7% | 0.19% | +21.2% |
| Q3 2023 | $342,994 | -6.1% | 5,786 | -3.4% | 0.16% | -0.6% |
| Q2 2023 | $365,328 | +9.7% | 5,988 | -0.4% | 0.16% | +9.0% |
| Q1 2023 | $332,990 | +108365.8% | 6,015 | -0.6% | 0.14% | +11.6% |
| Q4 2022 | $307 | -99.9% | 6,053 | 0.0% | 0.13% | -8.5% |
| Q3 2022 | $303,000 | -4.1% | 6,053 | 0.0% | 0.14% | +2.2% |
| Q2 2022 | $316,000 | +8.2% | 6,053 | +37.2% | 0.14% | +22.1% |
| Q1 2022 | $292,000 | -8.8% | 4,411 | 0.0% | 0.11% | -3.4% |
| Q4 2021 | $320,000 | +13.5% | 4,411 | 0.0% | 0.12% | +1.7% |
| Q3 2021 | $282,000 | +1.4% | 4,411 | 0.0% | 0.12% | +1.8% |
| Q2 2021 | $278,000 | – | 4,411 | – | 0.11% | – |
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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% |