SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,891,867 | -7.4% | 99,390 | -4.7% | 1.64% | -2.3% |
| Q2 2023 | $6,360,118 | +7.3% | 104,247 | -2.6% | 1.68% | +2.3% |
| Q1 2023 | $5,926,663 | -0.2% | 107,057 | -8.6% | 1.64% | -6.0% |
| Q4 2022 | $5,937,396 | +23.3% | 117,178 | +21.9% | 1.75% | +9.4% |
| Q3 2022 | $4,815,000 | +2.5% | 96,106 | +6.9% | 1.60% | +4.0% |
| Q2 2022 | $4,699,000 | +60.0% | 89,889 | +102.6% | 1.54% | +66.5% |
| Q1 2022 | $2,937,000 | -5.8% | 44,360 | +3.1% | 0.92% | -7.5% |
| Q4 2021 | $3,117,000 | +9.3% | 43,017 | -3.4% | 1.00% | -1.6% |
| Q3 2021 | $2,852,000 | -3.6% | 44,542 | -5.2% | 1.02% | -4.4% |
| Q2 2021 | $2,960,000 | +6.6% | 46,998 | -4.5% | 1.06% | +0.4% |
| Q1 2021 | $2,776,000 | -1.2% | 49,217 | -3.1% | 1.06% | -7.8% |
| Q4 2020 | $2,810,000 | +2.4% | 50,810 | -7.2% | 1.15% | -9.3% |
| Q3 2020 | $2,743,000 | +4.0% | 54,737 | -6.8% | 1.27% | -1.0% |
| Q2 2020 | $2,638,000 | +33.0% | 58,705 | +5.8% | 1.28% | -3.4% |
| Q1 2020 | $1,984,000 | -9.5% | 55,507 | +6.1% | 1.32% | -7.5% |
| Q4 2019 | $2,192,000 | – | 52,294 | – | 1.43% | – |
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% |