SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 749 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $333,341 | +10.4% | 4,160 | +0.8% | 0.09% | +9.8% |
| Q1 2024 | $301,856 | +12.6% | 4,127 | +0.1% | 0.08% | +3.8% |
| Q4 2023 | $268,080 | +10.1% | 4,121 | +0.3% | 0.08% | -1.2% |
| Q3 2023 | $243,500 | -0.2% | 4,108 | +2.7% | 0.08% | +1.3% |
| Q2 2023 | $244,034 | +10.5% | 4,000 | +0.3% | 0.08% | +1.3% |
| Q1 2023 | $220,750 | +9.6% | 3,988 | +0.4% | 0.08% | -29.7% |
| Q4 2022 | $201,383 | – | 3,974 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sage Financial Management Group, Inc. | 127,296 | $10,200 | 30.99% |
| Black Swift Group, LLC | 1,377,588 | $110,386,126 | 25.50% |
| Wealth Advisors of Iowa, LLC | 725,715 | $41,680,046 | 23.26% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,624,030 | $130,133,523 | 22.85% |
| Leicht Financial Planning & Wealth Management, Inc. | 531,543 | $42,592,544 | 22.68% |
| RESTON WEALTH MANAGEMENT LLC | 670,007 | $53,687,663 | 21.47% |
| Investments & Financial Planning, LLC | 392,891 | $31,482,358 | 21.14% |
| Compton Financial Group, LLC | 679,602 | $54,456,536 | 17.68% |
| Destiny Capital Corp/CO | 313,961 | $25,157,660 | 17.19% |
| Focused Wealth Management, Inc | 1,412,604 | $113,191,963 | 16.18% |