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 | $1,894,606 | +0.9% | 31,960 | +3.9% | 0.16% | 0.0% |
| Q2 2023 | $1,876,973 | +10.4% | 30,765 | +0.2% | 0.16% | 0.0% |
| Q1 2023 | $1,699,969 | +111.6% | 30,708 | +93.7% | 0.16% | +80.2% |
| Q4 2022 | $803,416 | +6.6% | 15,856 | +5.4% | 0.09% | -9.5% |
| Q3 2022 | $754,000 | -13.4% | 15,049 | -9.7% | 0.10% | -30.1% |
| Q2 2022 | $871,000 | -44.9% | 16,659 | -30.2% | 0.14% | -27.7% |
| Q1 2022 | $1,580,000 | – | 23,869 | – | 0.19% | – |
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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% |