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 | $16,045,011 | +2.7% | 270,665 | +5.7% | 9.59% | +3.5% |
| Q2 2023 | $15,623,681 | +16.5% | 256,084 | +5.7% | 9.26% | +12.5% |
| Q1 2023 | $13,414,505 | +12.7% | 242,314 | +3.1% | 8.23% | +5.3% |
| Q4 2022 | $11,906,011 | +2.2% | 234,972 | +1.1% | 7.82% | -5.8% |
| Q3 2022 | $11,647,178 | -0.2% | 232,479 | +4.2% | 8.30% | +1.5% |
| Q2 2022 | $11,669,703 | -23.9% | 223,215 | -3.7% | 8.17% | -18.7% |
| Q1 2022 | $15,340,623 | -13.5% | 231,696 | -5.3% | 10.05% | -13.2% |
| Q4 2021 | $17,739,062 | – | 244,778 | – | 11.58% | – |
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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% |