SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,706,599 | -1.7% | 146,872 | +1.1% | 3.64% | -2.5% |
| Q2 2023 | $8,859,167 | +19.1% | 145,208 | +8.1% | 3.74% | +10.3% |
| Q1 2023 | $7,438,963 | +12.4% | 134,374 | +2.9% | 3.39% | +7.8% |
| Q4 2022 | $6,619,470 | +15.8% | 130,639 | +14.5% | 3.14% | +3.7% |
| Q3 2022 | $5,716,000 | +15.5% | 114,101 | +20.5% | 3.03% | +8.7% |
| Q2 2022 | $4,949,000 | -4.9% | 94,672 | +20.4% | 2.79% | +10.0% |
| Q1 2022 | $5,205,000 | +2.6% | 78,621 | +12.3% | 2.53% | -1.6% |
| Q4 2021 | $5,072,000 | +138.3% | 69,993 | +110.6% | 2.58% | +102.8% |
| Q3 2021 | $2,128,000 | +173.5% | 33,236 | +168.9% | 1.27% | +150.5% |
| Q2 2021 | $778,000 | – | 12,358 | – | 0.51% | – |
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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% |