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 | $253,135 | -3.7% | 4,270 | -0.9% | 0.13% | 0.0% |
| Q2 2023 | $262,956 | +10.3% | 4,310 | +0.0% | 0.13% | +5.7% |
| Q1 2023 | $238,479 | +4.5% | 4,308 | -4.3% | 0.12% | +9.9% |
| Q4 2022 | $228,158 | +1.0% | 4,503 | -0.3% | 0.11% | -25.0% |
| Q3 2022 | $226,000 | -4.2% | 4,517 | -0.0% | 0.15% | -6.9% |
| Q2 2022 | $236,000 | -19.5% | 4,518 | +1.9% | 0.16% | -15.0% |
| Q1 2022 | $293,000 | -8.7% | 4,433 | 0.0% | 0.19% | -8.8% |
| Q4 2021 | $321,000 | +4.2% | 4,433 | -7.7% | 0.20% | -8.9% |
| Q3 2021 | $308,000 | -0.3% | 4,805 | -2.0% | 0.22% | -3.0% |
| Q2 2021 | $309,000 | +4.7% | 4,903 | -6.2% | 0.23% | -4.9% |
| Q1 2021 | $295,000 | -1.0% | 5,225 | -2.9% | 0.24% | -13.5% |
| Q4 2020 | $298,000 | – | 5,382 | – | 0.28% | – |
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% |