SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 814 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $488,341 | +9.1% | 6,094 | -0.4% | 0.07% | +2.9% |
| Q1 2024 | $447,732 | +3.3% | 6,121 | -8.1% | 0.07% | -6.8% |
| Q4 2023 | $433,246 | +9.1% | 6,659 | -0.6% | 0.07% | -5.1% |
| Q3 2023 | $397,127 | -2.8% | 6,699 | 0.0% | 0.08% | -7.1% |
| Q2 2023 | $408,716 | +10.2% | 6,699 | 0.0% | 0.08% | +2.4% |
| Q1 2023 | $370,866 | +3.9% | 6,699 | -4.9% | 0.08% | -6.8% |
| Q4 2022 | $357,030 | – | 7,046 | – | 0.09% | – |
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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% |