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 | $528,718 | -2.8% | 8,919 | 0.0% | 0.04% | +5.4% |
| Q2 2023 | $544,148 | +10.2% | 8,919 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $493,756 | +3.6% | 8,919 | -5.2% | 0.04% | -5.1% |
| Q4 2022 | $476,501 | -4.5% | 9,404 | -5.6% | 0.04% | -18.8% |
| Q3 2022 | $499,000 | -2.5% | 9,961 | +1.6% | 0.05% | 0.0% |
| Q2 2022 | $512,000 | -30.9% | 9,802 | -12.4% | 0.05% | -15.8% |
| Q1 2022 | $741,000 | +0.7% | 11,195 | +10.3% | 0.06% | +5.6% |
| Q4 2021 | $736,000 | +17.2% | 10,150 | +3.5% | 0.05% | +8.0% |
| Q3 2021 | $628,000 | +1.5% | 9,804 | +0.2% | 0.05% | 0.0% |
| Q2 2021 | $619,000 | +23.1% | 9,784 | +9.7% | 0.05% | +8.7% |
| Q1 2021 | $503,000 | +79.6% | 8,919 | +75.8% | 0.05% | +58.6% |
| Q4 2020 | $280,000 | +10.2% | 5,073 | 0.0% | 0.03% | -14.7% |
| Q3 2020 | $254,000 | – | 5,073 | – | 0.03% | – |
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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% |