SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,179,176 | +11.0% | 36,761 | +14.2% | 0.24% | +24.4% |
| Q2 2023 | $1,963,360 | +28.1% | 32,181 | +16.2% | 0.20% | +17.3% |
| Q1 2023 | $1,533,124 | +30.2% | 27,694 | +19.2% | 0.17% | +16.7% |
| Q4 2022 | $1,177,696 | +24.1% | 23,242 | +22.7% | 0.14% | +16.1% |
| Q3 2022 | $949,000 | -2.3% | 18,937 | +1.9% | 0.12% | +3.3% |
| Q2 2022 | $971,000 | -18.8% | 18,580 | +2.9% | 0.12% | -18.4% |
| Q1 2022 | $1,196,000 | -14.1% | 18,063 | -6.0% | 0.15% | -12.0% |
| Q4 2021 | $1,392,000 | +19.7% | 19,213 | +5.7% | 0.17% | +9.9% |
| Q3 2021 | $1,163,000 | +1.7% | 18,172 | 0.0% | 0.15% | -1.9% |
| Q2 2021 | $1,144,000 | +34.3% | 18,172 | +20.4% | 0.16% | +20.2% |
| Q1 2021 | $852,000 | +7.0% | 15,098 | +4.9% | 0.13% | +1.6% |
| Q4 2020 | $796,000 | +171.7% | 14,398 | +146.3% | 0.13% | +139.6% |
| Q3 2020 | $293,000 | – | 5,845 | – | 0.05% | – |
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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% |