SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 659 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.85 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $818,671 | +0.9% | 13,810 | +3.8% | 0.02% | +6.7% |
| Q2 2023 | $811,687 | +98.4% | 13,304 | +80.1% | 0.02% | +87.5% |
| Q1 2023 | $409,064 | +12.5% | 7,389 | +3.0% | 0.01% | +14.3% |
| Q4 2022 | $363,651 | +1.3% | 7,177 | +0.3% | 0.01% | -12.5% |
| Q3 2022 | $359,000 | -7.9% | 7,159 | -4.1% | 0.01% | 0.0% |
| Q2 2022 | $390,000 | -30.0% | 7,462 | -11.3% | 0.01% | -11.1% |
| Q1 2022 | $557,000 | -4.0% | 8,409 | +5.1% | 0.01% | 0.0% |
| Q4 2021 | $580,000 | +14.4% | 8,003 | +1.1% | 0.01% | +12.5% |
| Q3 2021 | $507,000 | +2.4% | 7,919 | +0.8% | 0.01% | +14.3% |
| Q2 2021 | $495,000 | +16.2% | 7,856 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $426,000 | +18.7% | 7,551 | +16.2% | 0.01% | +16.7% |
| Q4 2020 | $359,000 | +25.5% | 6,501 | +14.1% | 0.01% | 0.0% |
| Q3 2020 | $286,000 | +20.7% | 5,698 | +8.0% | 0.01% | +20.0% |
| Q2 2020 | $237,000 | -3.7% | 5,274 | -10.0% | 0.01% | 0.0% |
| Q4 2019 | $246,000 | +7.9% | 5,859 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $228,000 | – | 5,853 | – | 0.01% | – |
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% |