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 | $1,317,016 | -2.6% | 22,217 | +0.3% | 0.34% | -1.7% |
| Q2 2023 | $1,351,600 | +12.3% | 22,154 | +1.9% | 0.35% | +6.4% |
| Q1 2023 | $1,203,599 | -21.9% | 21,741 | -28.6% | 0.33% | -19.7% |
| Q4 2022 | $1,541,844 | +1.3% | 30,429 | +0.2% | 0.41% | -6.2% |
| Q3 2022 | $1,521,787 | +24.1% | 30,375 | +29.6% | 0.43% | +26.6% |
| Q2 2022 | $1,225,783 | -21.0% | 23,446 | +0.1% | 0.34% | -10.7% |
| Q1 2022 | $1,551,511 | +33.6% | 23,433 | +46.2% | 0.38% | +28.5% |
| Q4 2021 | $1,161,341 | +23.4% | 16,025 | +9.0% | 0.30% | +10.8% |
| Q3 2021 | $940,851 | +15.7% | 14,696 | +13.8% | 0.27% | +14.0% |
| Q2 2021 | $813,135 | +72.1% | 12,913 | +54.1% | 0.24% | +54.2% |
| Q1 2021 | $472,572 | +19.0% | 8,378 | +16.6% | 0.15% | +9.3% |
| Q4 2020 | $397,175 | +88.1% | 7,183 | +70.5% | 0.14% | +62.8% |
| Q3 2020 | $211,113 | – | 4,213 | – | 0.09% | – |
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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% |