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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,017,422 | +12.8% | 31,009 | +2.7% | 0.32% | +2.2% |
| Q3 2023 | $1,789,239 | +43.8% | 30,183 | +48.0% | 0.32% | -14.8% |
| Q2 2023 | $1,244,136 | -26.7% | 20,392 | -33.5% | 0.37% | +27.1% |
| Q1 2023 | $1,698,214 | -66.0% | 30,676 | -66.4% | 0.29% | -16.3% |
| Q4 2022 | $4,991,954 | +508.0% | 91,411 | +485.7% | 0.35% | +481.7% |
| Q3 2022 | $821,000 | +25.2% | 15,608 | +37.6% | 0.06% | +30.4% |
| Q1 2022 | $656,000 | – | 11,345 | – | 0.05% | – |
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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% |