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 | $4,133,950 | +1897.1% | 69,736 | +1513.9% | 0.02% | +1000.0% |
| Q2 2020 | $207,000 | -10.4% | 4,321 | -25.5% | 0.00% | 0.0% |
| Q1 2020 | $231,000 | -14.4% | 5,802 | -6.1% | 0.00% | 0.0% |
| Q4 2019 | $270,000 | +12.0% | 6,178 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $241,000 | -22.5% | 6,178 | -21.5% | 0.00% | 0.0% |
| Q2 2019 | $311,000 | +7.6% | 7,870 | +3.0% | 0.00% | 0.0% |
| Q1 2019 | $289,000 | – | 7,642 | – | 0.00% | – |
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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% |