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 | $2,144,392 | +26.4% | 36,174 | +30.1% | 0.34% | +27.4% |
| Q2 2023 | $1,696,645 | -31.8% | 27,809 | -38.1% | 0.27% | -36.0% |
| Q1 2023 | $2,487,294 | +9.3% | 44,929 | +0.0% | 0.42% | +2.7% |
| Q4 2022 | $2,276,261 | +1.2% | 44,923 | +0.0% | 0.41% | +3.5% |
| Q3 2022 | $2,250,000 | -4.2% | 44,918 | +0.0% | 0.40% | -7.0% |
| Q2 2022 | $2,348,000 | -10.6% | 44,913 | -1.1% | 0.43% | -14.4% |
| Q1 2022 | $2,627,000 | -47.5% | 45,409 | -34.2% | 0.50% | -55.6% |
| Q4 2021 | $5,001,000 | +22.7% | 69,011 | +8.4% | 1.12% | +3.0% |
| Q3 2021 | $4,077,000 | +39.5% | 63,681 | +37.2% | 1.09% | +20.3% |
| Q2 2021 | $2,922,000 | +26.8% | 46,408 | +21.8% | 0.91% | -5.4% |
| Q1 2021 | $2,304,000 | +36.1% | 38,093 | +24.4% | 0.96% | +24.7% |
| Q4 2020 | $1,693,000 | +33.1% | 30,620 | +21.7% | 0.77% | +10.6% |
| Q3 2020 | $1,272,000 | +50.0% | 25,153 | +34.5% | 0.70% | +30.8% |
| Q2 2020 | $848,000 | +123.2% | 18,701 | +68.3% | 0.53% | +107.8% |
| Q1 2020 | $380,000 | -13.8% | 11,113 | +5.7% | 0.26% | 0.0% |
| Q4 2019 | $441,000 | +2.6% | 10,511 | -6.1% | 0.26% | -11.1% |
| Q3 2019 | $430,000 | +1.4% | 11,194 | +3.2% | 0.29% | -1.0% |
| Q2 2019 | $424,000 | -3.0% | 10,845 | -6.7% | 0.29% | -11.0% |
| Q1 2019 | $437,000 | +6.1% | 11,627 | -8.3% | 0.33% | +7.9% |
| Q4 2018 | $412,000 | – | 12,684 | – | 0.30% | – |
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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% |