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 | $1,607,851 | -23.5% | 27,123 | -21.2% | 0.00% | -50.0% |
| Q2 2023 | $2,101,245 | +67.1% | 34,441 | +51.6% | 0.00% | +100.0% |
| Q1 2023 | $1,257,281 | +59.0% | 22,711 | +45.5% | 0.00% | 0.0% |
| Q4 2022 | $790,908 | -32.0% | 15,609 | -32.7% | 0.00% | 0.0% |
| Q3 2022 | $1,163,000 | +9.0% | 23,204 | +13.7% | 0.00% | -50.0% |
| Q2 2022 | $1,067,000 | -25.3% | 20,417 | -5.4% | 0.00% | +100.0% |
| Q1 2022 | $1,429,000 | -18.9% | 21,590 | -56.2% | 0.00% | -75.0% |
| Q1 2020 | $1,762,000 | – | 49,311 | – | 0.00% | – |
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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% |