SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,206 | +3.2% | 20,348 | +6.2% | 0.25% | -0.8% |
| Q2 2023 | $1,169 | +17.0% | 19,169 | +6.2% | 0.25% | +2.0% |
| Q1 2023 | $999 | +1.6% | 18,050 | -7.0% | 0.25% | -3.9% |
| Q4 2022 | $983 | -99.9% | 19,409 | -0.5% | 0.26% | -5.1% |
| Q3 2022 | $978,000 | -17.5% | 19,514 | -14.0% | 0.27% | -10.8% |
| Q2 2022 | $1,186,000 | -28.5% | 22,692 | -9.4% | 0.31% | -47.4% |
| Q1 2022 | $1,659,000 | -7.9% | 25,060 | +0.8% | 0.58% | +39.2% |
| Q4 2021 | $1,802,000 | +12.6% | 24,872 | -0.5% | 0.42% | +1.0% |
| Q3 2021 | $1,600,000 | +1.7% | 24,994 | 0.0% | 0.41% | 0.0% |
| Q2 2021 | $1,574,000 | +11.0% | 24,994 | -0.6% | 0.41% | +9.8% |
| Q1 2021 | $1,418,000 | +20.0% | 25,133 | +17.6% | 0.38% | +5.0% |
| Q4 2020 | $1,182,000 | +18.0% | 21,372 | +6.9% | 0.36% | -12.7% |
| Q3 2020 | $1,002,000 | +12.3% | 19,989 | +0.7% | 0.41% | -0.7% |
| Q2 2020 | $892,000 | +27.8% | 19,853 | +7.9% | 0.41% | -18.0% |
| Q1 2020 | $698,000 | +13.7% | 18,407 | +27.7% | 0.50% | +41.1% |
| Q4 2019 | $614,000 | +40.2% | 14,414 | +24.7% | 0.36% | -14.6% |
| Q3 2019 | $438,000 | – | 11,562 | – | 0.42% | – |
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% |