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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $59,560 | +9.4% | 1,076 | +0.1% | 0.02% | -7.7% |
| Q4 2022 | $54,462 | -4.5% | 1,075 | +0.1% | 0.03% | -13.3% |
| Q3 2022 | $57,000 | -1.7% | 1,074 | +0.1% | 0.03% | -9.1% |
| Q2 2022 | $58,000 | -18.3% | 1,073 | +0.1% | 0.03% | -10.8% |
| Q1 2022 | $71,000 | -68.4% | 1,072 | -65.4% | 0.04% | -66.4% |
| Q4 2021 | $225,000 | +43.3% | 3,102 | +26.6% | 0.11% | +8.9% |
| Q3 2021 | $157,000 | -19.5% | 2,450 | -21.0% | 0.10% | -21.7% |
| Q2 2021 | $195,000 | +11.4% | 3,100 | +0.1% | 0.13% | -9.2% |
| Q1 2021 | $175,000 | +2.3% | 3,098 | +0.0% | 0.14% | -10.7% |
| Q4 2020 | $171,000 | – | 3,097 | – | 0.16% | – |
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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% |