SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,521,489 | +4479.2% | 143,750 | +4613.1% | 2.89% | +4566.1% |
| Q2 2023 | $186,091 | +97.9% | 3,050 | +64.3% | 0.06% | +87.9% |
| Q4 2022 | $94,044 | -42.3% | 1,856 | -42.9% | 0.03% | -56.0% |
| Q3 2022 | $163,000 | -99.4% | 3,248 | -99.3% | 0.08% | -99.3% |
| Q2 2022 | $25,087,000 | -14.9% | 479,858 | +7.8% | 10.30% | -16.3% |
| Q1 2022 | $29,466,000 | -2.6% | 445,046 | +6.7% | 12.31% | -14.2% |
| Q4 2021 | $30,240,000 | – | 417,283 | – | 14.34% | – |
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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% |