SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,848 | -3.4% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $98,192 | +9.3% | 1,600 | 0.0% | 0.03% | +15.4% |
| Q1 2023 | $89,840 | +10.8% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $81,072 | +1.3% | 1,600 | 0.0% | 0.03% | -7.1% |
| Q3 2022 | $80,000 | -4.8% | 1,600 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $84,000 | -20.8% | 1,600 | 0.0% | 0.03% | -14.7% |
| Q1 2022 | $106,000 | – | 1,600 | – | 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% |