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 | $292,260 | -3.2% | 4,930 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $302,000 | +10.2% | 4,950 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $274,030 | +6.2% | 4,950 | -2.8% | 0.00% | 0.0% |
| Q4 2022 | $258,100 | -27.1% | 5,094 | -27.9% | 0.00% | 0.0% |
| Q3 2022 | $354,000 | -6.3% | 7,066 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $378,000 | -24.9% | 7,239 | -4.6% | 0.00% | 0.0% |
| Q1 2022 | $503,000 | -5.3% | 7,590 | +3.5% | 0.00% | 0.0% |
| Q4 2021 | $531,000 | +10.6% | 7,335 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $480,000 | +26.0% | 7,494 | +23.8% | 0.00% | 0.0% |
| Q2 2021 | $381,000 | +3710.0% | 6,055 | +1464.6% | 0.00% | – |
| Q1 2019 | $10,000 | +400.0% | 387 | +334.8% | 0.00% | – |
| Q4 2018 | $2,000 | -50.0% | 89 | -23.3% | 0.00% | – |
| Q3 2018 | $4,000 | -99.2% | 116 | -99.2% | 0.00% | -100.0% |
| Q2 2018 | $521,000 | – | 14,834 | +370750.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 4 | -90.9% | 0.00% | – |
| Q4 2017 | $1,000 | -50.0% | 44 | +91.3% | 0.00% | – |
| Q2 2016 | $2,000 | – | 23 | – | 0.00% | – |
Download | ||||||
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% |