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 | $2,639,857 | -2.8% | 44,532 | 0.0% | 0.26% | -2.2% |
| Q2 2023 | $2,716,898 | +10.2% | 44,532 | 0.0% | 0.27% | +5.1% |
| Q1 2023 | $2,465,292 | +9.3% | 44,532 | 0.0% | 0.26% | +0.4% |
| Q4 2022 | $2,256,436 | +1.1% | 44,532 | 0.0% | 0.26% | -13.2% |
| Q3 2022 | $2,231,000 | -4.2% | 44,532 | 0.0% | 0.30% | -5.8% |
| Q2 2022 | $2,328,000 | -21.0% | 44,532 | 0.0% | 0.31% | -12.3% |
| Q1 2022 | $2,948,000 | -8.6% | 44,532 | 0.0% | 0.36% | -7.3% |
| Q4 2021 | $3,227,000 | +13.2% | 44,532 | 0.0% | 0.38% | -3.3% |
| Q3 2021 | $2,851,000 | +1.7% | 44,532 | 0.0% | 0.40% | -2.2% |
| Q2 2021 | $2,804,000 | +1088.1% | 44,532 | +964.8% | 0.41% | +971.1% |
| Q1 2021 | $236,000 | +2.2% | 4,182 | 0.0% | 0.04% | -11.6% |
| Q4 2020 | $231,000 | – | 4,182 | – | 0.04% | – |
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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% |