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 | $5,627,683 | +8.4% | 94,934 | +11.5% | 4.80% | -24.8% |
| Q2 2023 | $5,192,237 | +19.7% | 85,105 | +8.7% | 6.39% | +1.1% |
| Q1 2023 | $4,335,964 | +110426.7% | 78,323 | +1.2% | 6.32% | +0.4% |
| Q4 2022 | $3,923 | -99.9% | 77,432 | +6.5% | 6.30% | -5.5% |
| Q3 2022 | $3,642,000 | -36.6% | 72,703 | -33.8% | 6.66% | -32.0% |
| Q2 2022 | $5,744,000 | – | 109,870 | – | 9.79% | – |
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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% |