SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 772 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.62 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,976,117 | +119.0% | 117,681 | +125.4% | 3.75% | +125.6% |
| Q2 2023 | $3,185,363 | +5.2% | 52,211 | -4.5% | 1.66% | +3.4% |
| Q1 2023 | $3,027,959 | +14.5% | 54,696 | +4.8% | 1.61% | +8.9% |
| Q4 2022 | $2,643,580 | -0.3% | 52,172 | -1.4% | 1.48% | -5.3% |
| Q3 2022 | $2,652,000 | +5.6% | 52,936 | +10.2% | 1.56% | +10.7% |
| Q2 2022 | $2,511,000 | -27.8% | 48,026 | -8.6% | 1.41% | -26.0% |
| Q1 2022 | $3,478,000 | -68.6% | 52,535 | -65.6% | 1.90% | -69.7% |
| Q4 2021 | $11,082,000 | -24.4% | 152,914 | -33.2% | 6.26% | -28.4% |
| Q3 2021 | $14,653,000 | +85.6% | 228,879 | +82.6% | 8.75% | +77.3% |
| Q2 2021 | $7,894,000 | +330.4% | 125,369 | +285.6% | 4.94% | +307.7% |
| Q1 2021 | $1,834,000 | +46.7% | 32,510 | +43.8% | 1.21% | +152.3% |
| Q4 2020 | $1,250,000 | – | 22,606 | – | 0.48% | – |
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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% |