SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $124,785 | -43.4% | 2,105 | -41.7% | 0.01% | -40.0% |
| Q2 2023 | $220,373 | +155.5% | 3,612 | +131.8% | 0.02% | +150.0% |
| Q1 2023 | $86,243 | -39.4% | 1,558 | -44.5% | 0.01% | -45.5% |
| Q4 2022 | $142,237 | +0.2% | 2,807 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $142,000 | +61.4% | 2,807 | +67.0% | 0.01% | +116.7% |
| Q2 2022 | $88,000 | -17.8% | 1,681 | +4.7% | 0.01% | -25.0% |
| Q1 2022 | $107,000 | -71.5% | 1,606 | -69.1% | 0.01% | -66.7% |
| Q4 2021 | $376,000 | +161.1% | 5,198 | +131.5% | 0.02% | +140.0% |
| Q3 2021 | $144,000 | +10.8% | 2,245 | +9.0% | 0.01% | +11.1% |
| Q2 2021 | $130,000 | +12.1% | 2,059 | 0.0% | 0.01% | +12.5% |
| Q1 2021 | $116,000 | – | 2,059 | – | 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% |