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 | $1,686,996 | +0.3% | 28,458 | +3.3% | 0.99% | +17.6% |
| Q2 2023 | $1,681,558 | +14.6% | 27,562 | +4.0% | 0.84% | -2.0% |
| Q1 2023 | $1,466,708 | +15.3% | 26,494 | +5.5% | 0.86% | +22.1% |
| Q4 2022 | $1,271,969 | +14.4% | 25,103 | +13.1% | 0.70% | -13.7% |
| Q3 2022 | $1,112,000 | -3.6% | 22,205 | +0.7% | 0.81% | +6.6% |
| Q2 2022 | $1,153,000 | -25.7% | 22,047 | -5.9% | 0.76% | -43.6% |
| Q1 2022 | $1,551,000 | -1.1% | 23,419 | +8.2% | 1.35% | +36.0% |
| Q4 2021 | $1,569,000 | +23.0% | 21,653 | +8.6% | 0.99% | -19.0% |
| Q3 2021 | $1,276,000 | +5.9% | 19,937 | +4.2% | 1.23% | +9.4% |
| Q2 2021 | $1,205,000 | +21.0% | 19,133 | +8.4% | 1.12% | +3.5% |
| Q1 2021 | $996,000 | +20.4% | 17,657 | +18.0% | 1.08% | +4.4% |
| Q4 2020 | $827,000 | – | 14,959 | – | 1.04% | – |
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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% |