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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,698,913 | -24.5% | 93,409 | -31.5% | 1.05% | -19.6% |
| Q1 2023 | $7,549,116 | +7.3% | 136,364 | -1.8% | 1.31% | -1.1% |
| Q4 2022 | $7,038,338 | -7.4% | 138,905 | -8.5% | 1.32% | -13.1% |
| Q3 2022 | $7,603,000 | -2.2% | 151,765 | +2.1% | 1.52% | -10.4% |
| Q2 2022 | $7,774,000 | -18.3% | 148,698 | +3.5% | 1.70% | -8.9% |
| Q1 2022 | $9,515,000 | +1.0% | 143,712 | +10.5% | 1.86% | +3.1% |
| Q4 2021 | $9,425,000 | – | 130,055 | – | 1.81% | – |
Download | ||||||
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% |