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 | $13,484,017 | +0.5% | 227,456 | +3.5% | 0.56% | -0.5% |
| Q2 2023 | $13,410,857 | -46.9% | 219,807 | -51.9% | 0.56% | -52.3% |
| Q1 2023 | $25,276,056 | +19.4% | 456,571 | +9.3% | 1.18% | +9.0% |
| Q4 2022 | $21,173,189 | -2.0% | 417,863 | -3.1% | 1.08% | -10.5% |
| Q3 2022 | $21,596,000 | +17.9% | 431,058 | +23.0% | 1.21% | +20.1% |
| Q2 2022 | $18,318,000 | -11.8% | 350,384 | +12.5% | 1.01% | -16.8% |
| Q1 2022 | $20,771,000 | +7.0% | 311,343 | +14.8% | 1.21% | +0.9% |
| Q4 2021 | $19,414,000 | +15.1% | 271,251 | +2.9% | 1.20% | +3.2% |
| Q3 2021 | $16,870,000 | +27.4% | 263,516 | +23.7% | 1.16% | +18.8% |
| Q2 2021 | $13,244,000 | +57.1% | 213,086 | +42.6% | 0.98% | +20.7% |
| Q1 2021 | $8,430,000 | +10.2% | 149,462 | +8.0% | 0.81% | +2.4% |
| Q4 2020 | $7,652,000 | +47.0% | 138,392 | +33.2% | 0.79% | +23.9% |
| Q3 2020 | $5,207,000 | +58.2% | 103,927 | +41.8% | 0.64% | +18.6% |
| Q2 2020 | $3,292,000 | +425.0% | 73,316 | +317.8% | 0.54% | +224.7% |
| Q1 2020 | $627,000 | – | 17,550 | – | 0.17% | – |
Download | ||||||
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% |