SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,986,384 | +13.6% | 404,628 | +16.9% | 0.34% | +16.7% |
| Q2 2023 | $21,120,841 | +9.2% | 346,187 | -0.9% | 0.29% | +0.7% |
| Q1 2023 | $19,340,459 | +0.4% | 349,357 | -8.1% | 0.29% | -7.4% |
| Q4 2022 | $19,263,337 | +0.6% | 380,173 | -0.6% | 0.31% | -6.6% |
| Q3 2022 | $19,156,991 | +19.1% | 382,370 | +24.3% | 0.33% | +9.6% |
| Q2 2022 | $16,081,000 | +29.0% | 307,575 | +63.4% | 0.30% | +45.9% |
| Q1 2022 | $12,465,000 | – | 188,254 | – | 0.21% | – |
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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% |