MORGAN STANLEY - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$340,582,535
+8.9%
5,745,319
+12.1%
0.04%
+12.9%
Q2 2023$312,719,694
+10.6%
5,125,710
+0.3%
0.03%
+3.3%
Q1 2023$282,871,474
+15.4%
5,109,671
+5.6%
0.03%
+7.1%
Q4 2022$245,085,511
+4.9%
4,836,895
+3.7%
0.03%
-12.5%
Q3 2022$233,686,000
-1.4%
4,664,389
+2.9%
0.03%
+3.2%
Q2 2022$236,969,000
-13.1%
4,532,697
+10.1%
0.03%
-16.2%
Q1 2022$272,630,000
-0.7%
4,117,648
+8.7%
0.04%
+8.8%
Q4 2021$274,489,000
+17.9%
3,787,624
+4.1%
0.03%
+9.7%
Q3 2021$232,835,000
-3.1%
3,636,911
-4.7%
0.03%
-3.1%
Q2 2021$240,407,000
+30.9%
3,817,798
+17.3%
0.03%
+18.5%
Q1 2021$183,590,000
+8.9%
3,255,138
+6.8%
0.03%
+3.8%
Q4 2020$168,592,000
+11.1%
3,049,234
+0.7%
0.03%
-10.3%
Q3 2020$151,692,000
+5.8%
3,027,186
-5.1%
0.03%
-9.4%
Q2 2020$143,309,000
+62.4%
3,190,323
+29.2%
0.03%
+33.3%
Q1 2020$88,255,000
+39.0%
2,469,356
+63.0%
0.02%
+60.0%
Q4 2019$63,476,000
+13.5%
1,514,579
+5.3%
0.02%0.0%
Q3 2019$55,925,000
+7.7%
1,438,025
+7.2%
0.02%
+7.1%
Q2 2019$51,944,000
+7.8%
1,341,192
+3.5%
0.01%0.0%
Q1 2019$48,196,000
+18.8%
1,295,225
+3.8%
0.01%
+16.7%
Q4 2018$40,559,000
+14.5%
1,247,983
+34.7%
0.01%
+33.3%
Q3 2018$35,428,000
+12.5%
926,460
+3.3%
0.01%0.0%
Q2 2018$31,498,000
+28.5%
896,622
+22.6%
0.01%
+28.6%
Q1 2018$24,505,000
+42.1%
731,052
+39.9%
0.01%
+40.0%
Q4 2017$17,244,000
-1.3%
522,535
+270.8%
0.01%0.0%
Q3 2017$17,463,000
-13.4%
140,924
-17.4%
0.01%
-16.7%
Q2 2017$20,168,000
-47.7%
170,567
-49.7%
0.01%0.0%
Q1 2017$38,560,000
+31.8%
339,108
+22.1%
0.01%
+20.0%
Q4 2016$29,250,000
+109.9%
277,720
+109.7%
0.01%0.0%
Q3 2016$13,934,000
-10.0%
132,418
-13.7%
0.01%
-16.7%
Q2 2016$15,489,000
-2.3%
153,491
-2.7%
0.01%0.0%
Q1 2016$15,853,000
+8.0%
157,693
+7.7%
0.01%
+20.0%
Q4 2015$14,672,000
-1.5%
146,477
-8.3%
0.01%
-16.7%
Q3 2015$14,899,000
+34.8%
159,796
+42.6%
0.01%
+50.0%
Q2 2015$11,054,000
-3.7%
112,095
-3.7%
0.00%0.0%
Q1 2015$11,475,000
+7.1%
116,405
+5.2%
0.00%0.0%
Q4 2014$10,717,000
+28.0%
110,678
+22.3%
0.00%
+33.3%
Q3 2014$8,373,000
-1.4%
90,521
-3.1%
0.00%0.0%
Q2 2014$8,495,000
-2.9%
93,447
-7.7%
0.00%
-25.0%
Q1 2014$8,745,000
+12.3%
101,272
+11.3%
0.00%
+33.3%
Q4 2013$7,784,000
+32.5%
90,958
+19.6%
0.00%0.0%
Q3 2013$5,874,000
+7.4%
76,022
+1.0%
0.00%0.0%
Q2 2013$5,469,00075,2580.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders