SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,439,248 | +14.4% | 58,017 | +17.8% | 2.74% | +19.3% |
| Q2 2023 | $3,005,963 | +27.6% | 49,270 | +15.7% | 2.29% | +19.4% |
| Q1 2023 | $2,356,675 | +14.4% | 42,570 | +4.7% | 1.92% | +48.9% |
| Q4 2022 | $2,060,648 | -68.4% | 40,668 | -68.8% | 1.29% | -82.9% |
| Q3 2022 | $6,523,000 | +6.5% | 130,196 | +11.1% | 7.53% | -1.5% |
| Q2 2022 | $6,126,000 | -12.4% | 117,170 | +10.9% | 7.64% | -9.8% |
| Q1 2022 | $6,997,000 | -0.8% | 105,675 | +8.5% | 8.47% | +0.5% |
| Q4 2021 | $7,056,000 | +38.0% | 97,366 | +21.9% | 8.43% | +16.8% |
| Q3 2021 | $5,112,000 | – | 79,843 | – | 7.22% | – |
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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% |