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 | $119,275 | -3.6% | 2,012 | -0.7% | 0.02% | -11.1% |
| Q2 2023 | $123,667 | +9.8% | 2,027 | -0.4% | 0.02% | 0.0% |
| Q1 2023 | $112,658 | +9.3% | 2,035 | 0.0% | 0.02% | -21.7% |
| Q4 2022 | $103,113 | -76.9% | 2,035 | -77.2% | 0.02% | -80.7% |
| Q3 2022 | $447,000 | -4.1% | 8,918 | 0.0% | 0.12% | +45.1% |
| Q2 2022 | $466,000 | -21.0% | 8,918 | 0.0% | 0.08% | -10.9% |
| Q1 2022 | $590,000 | -8.7% | 8,918 | 0.0% | 0.09% | +19.5% |
| Q4 2021 | $646,000 | +11.2% | 8,918 | -1.7% | 0.08% | -8.3% |
| Q3 2021 | $581,000 | +361.1% | 9,073 | +352.5% | 0.08% | +300.0% |
| Q2 2021 | $126,000 | +38.5% | 2,005 | +23.7% | 0.02% | +10.5% |
| Q1 2021 | $91,000 | – | 1,621 | – | 0.02% | – |
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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% |