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 | $451,000 | -2.8% | 7,600 | 0.0% | 0.07% | +24.1% |
| Q2 2023 | $464,000 | +4.7% | 7,600 | -5.0% | 0.05% | -1.8% |
| Q1 2023 | $443,000 | +9.4% | 7,997 | 0.0% | 0.06% | -5.2% |
| Q4 2022 | $405,000 | -8.2% | 7,997 | -9.2% | 0.06% | -22.7% |
| Q3 2022 | $441,000 | +7.6% | 8,811 | +12.3% | 0.08% | 0.0% |
| Q2 2022 | $410,000 | -21.0% | 7,845 | 0.0% | 0.08% | -10.7% |
| Q1 2022 | $519,000 | -88.6% | 7,845 | -87.5% | 0.08% | -88.1% |
| Q4 2021 | $4,565,000 | +969.1% | 62,989 | +844.9% | 0.70% | +905.7% |
| Q3 2021 | $427,000 | +3.6% | 6,666 | +1.9% | 0.07% | +14.8% |
| Q2 2021 | $412,000 | – | 6,540 | – | 0.06% | – |
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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% |