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 | $1,948,437 | -4.2% | 32,868 | -1.4% | 1.86% | -6.8% |
| Q2 2023 | $2,034,616 | +10.1% | 33,349 | -0.1% | 2.00% | -1.9% |
| Q1 2023 | $1,848,091 | -52.6% | 33,383 | -56.7% | 2.04% | -56.5% |
| Q4 2022 | $3,902,466 | -25.6% | 77,017 | -26.4% | 4.68% | -23.6% |
| Q3 2022 | $5,242,000 | -2.9% | 104,611 | +1.3% | 6.13% | +18.8% |
| Q2 2022 | $5,398,000 | -25.0% | 103,258 | -5.0% | 5.16% | -7.6% |
| Q1 2022 | $7,198,000 | -12.8% | 108,717 | -4.5% | 5.58% | -1.9% |
| Q4 2021 | $8,250,000 | – | 113,845 | – | 5.69% | – |
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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% |