SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $546,000 | +7.3% | 10,890 | -4.0% | 0.24% | +1.3% |
| Q2 2020 | $509,000 | +24.4% | 11,342 | -0.8% | 0.23% | +5.0% |
| Q1 2020 | $409,000 | -15.5% | 11,431 | -1.0% | 0.22% | +2.8% |
| Q4 2019 | $484,000 | +8.3% | 11,542 | +0.5% | 0.22% | +2.4% |
| Q3 2019 | $447,000 | -4.9% | 11,488 | -5.3% | 0.21% | -7.5% |
| Q2 2019 | $470,000 | +11.6% | 12,125 | +7.3% | 0.23% | +1.3% |
| Q1 2019 | $421,000 | +49.3% | 11,305 | +30.3% | 0.22% | +27.3% |
| Q4 2018 | $282,000 | -4.4% | 8,676 | +12.5% | 0.18% | +10.0% |
| Q3 2018 | $295,000 | +43.9% | 7,715 | +32.2% | 0.16% | +39.1% |
| Q2 2018 | $205,000 | +88.1% | 5,837 | +80.0% | 0.12% | +79.7% |
| Q1 2018 | $109,000 | – | 3,243 | – | 0.06% | – |
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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% |