SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,199 | -21.5% | 1,336 | -19.2% | 0.02% | -16.7% |
| Q2 2023 | $100,927 | +10.3% | 1,654 | +0.1% | 0.02% | +12.5% |
| Q1 2023 | $91,526 | +9.3% | 1,653 | +0.1% | 0.02% | +14.3% |
| Q4 2022 | $83,719 | +0.9% | 1,652 | +0.1% | 0.01% | -12.5% |
| Q3 2022 | $83,000 | -6.7% | 1,651 | -3.3% | 0.02% | 0.0% |
| Q2 2022 | $89,000 | +270.8% | 1,707 | +361.4% | 0.02% | +300.0% |
| Q1 2022 | $24,000 | -7.7% | 370 | +3.6% | 0.00% | -20.0% |
| Q4 2021 | $26,000 | +18.2% | 357 | +3.8% | 0.01% | 0.0% |
| Q3 2021 | $22,000 | +4.8% | 344 | +3.6% | 0.01% | +25.0% |
| Q2 2021 | $21,000 | – | 332 | – | 0.00% | – |
Download | ||||||
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% |