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 | $227,754 | +97230.8% | 3,842 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $234 | +9.9% | 3,842 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $213 | -99.9% | 3,846 | -5.4% | 0.01% | -12.5% |
| Q1 2022 | $269,000 | -8.8% | 4,065 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $295,000 | +11.3% | 4,065 | -1.6% | 0.01% | 0.0% |
| Q3 2021 | $265,000 | +1.9% | 4,133 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $260,000 | +11.1% | 4,133 | -0.2% | 0.01% | +12.5% |
| Q1 2021 | $234,000 | +15.3% | 4,143 | +2.2% | 0.01% | -11.1% |
| Q3 2020 | $203,000 | -53.3% | 4,052 | -69.7% | 0.01% | -67.9% |
| Q4 2018 | $435,000 | -15.0% | 13,374 | 0.0% | 0.03% | -3.4% |
| Q3 2018 | $512,000 | +141.5% | 13,374 | +121.4% | 0.03% | +123.1% |
| Q2 2018 | $212,000 | – | 6,040 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 107,204 | $6,974,662 | 5.08% |
| Michael S. Ryan, Inc. | 67,717 | $4,405,660 | 3.66% |
| Founders Capital Management | 59,913 | $3,897,923 | 2.83% |
| GoalVest Advisory LLC | 98,108 | $6,382,906 | 2.81% |
| Arden Trust Co | 285,278 | $18,560,196 | 2.72% |
| CGN Advisors LLC | 250,372 | $16,289,202 | 2.26% |
| WALLER FINANCIAL PLANNING GROUP, INC | 71,095 | $4,625,441 | 1.22% |
| JUNCTURE WEALTH STRATEGIES, LLC | 18,735 | $1,218,899 | 0.55% |
| WealthPLAN Partners, LLC | 80,434 | $5,233,037 | 0.54% |
| WealthPlan Investment Management, LLC | 31,009 | $2,017,422 | 0.32% |