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 | $4,755,119 | +3.3% | 80,215 | +6.3% | 3.88% | +6.8% |
| Q2 2023 | $4,603,510 | +19.9% | 75,455 | +8.8% | 3.64% | +12.5% |
| Q1 2023 | $3,839,936 | +14.5% | 69,363 | +4.8% | 3.23% | +7.1% |
| Q4 2022 | $3,352,783 | +11.2% | 66,169 | +9.9% | 3.02% | +4.7% |
| Q3 2022 | $3,015,000 | +44.3% | 60,181 | +50.6% | 2.88% | +39.8% |
| Q2 2022 | $2,089,000 | -52.7% | 39,954 | -40.1% | 2.06% | -40.3% |
| Q1 2022 | $4,420,000 | -42.4% | 66,755 | -37.0% | 3.46% | -45.0% |
| Q4 2021 | $7,675,000 | – | 105,904 | – | 6.29% | – |
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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% |