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 | $18,321,588 | +23.8% | 309,069 | +27.4% | 2.56% | +21.9% |
| Q2 2023 | $14,797,422 | +8.7% | 242,541 | -1.4% | 2.10% | -1.6% |
| Q1 2023 | $13,618,631 | +14.1% | 246,001 | +4.4% | 2.13% | -4.8% |
| Q4 2022 | $11,938,817 | +8.4% | 235,619 | +7.2% | 2.24% | +7.9% |
| Q3 2022 | $11,011,000 | +7.1% | 219,788 | +95.9% | 2.07% | +2.9% |
| Q2 2022 | $10,282,000 | -21.0% | 112,180 | -50.5% | 2.02% | -0.4% |
| Q1 2022 | $13,016,000 | +97.6% | 226,707 | +23.0% | 2.02% | -2.2% |
| Q1 2020 | $6,586,000 | -10.0% | 184,285 | +5.5% | 2.07% | -13.6% |
| Q4 2019 | $7,321,000 | – | 174,679 | – | 2.40% | – |
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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% |