SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 40 filers reported holding SPDR SER TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,676 | +17.3% | 1,141 | +20.7% | 0.00% | 0.0% |
| Q2 2023 | $57,693 | +0.6% | 945 | -8.7% | 0.00% | 0.0% |
| Q1 2023 | $57,327 | +19.5% | 1,035 | +9.4% | 0.00% | 0.0% |
| Q4 2022 | $47,968 | +45.4% | 946 | +37.1% | 0.00% | +100.0% |
| Q3 2022 | $33,000 | -2.9% | 690 | +5.3% | 0.00% | 0.0% |
| Q2 2022 | $34,000 | -57.5% | 655 | -41.6% | 0.00% | -50.0% |
| Q4 2021 | $80,000 | -3.6% | 1,122 | -14.3% | 0.00% | -33.3% |
| Q3 2021 | $83,000 | +5.1% | 1,309 | +3.8% | 0.00% | -25.0% |
| Q2 2021 | $79,000 | +14.5% | 1,261 | +2.2% | 0.00% | 0.0% |
| Q1 2021 | $69,000 | +527.3% | 1,234 | +513.9% | 0.00% | +300.0% |
| Q4 2020 | $11,000 | -50.0% | 201 | -54.2% | 0.00% | -50.0% |
| Q3 2020 | $22,000 | +214.3% | 439 | +181.4% | 0.00% | +100.0% |
| Q2 2020 | $7,000 | -53.3% | 156 | -65.1% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | +114.3% | 447 | +159.9% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | -73.1% | 172 | -74.6% | 0.00% | -50.0% |
| Q3 2019 | $26,000 | +136.4% | 676 | +503.6% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $11,000 | +10.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $10,000 | 0.0% | 112 | 0.0% | 0.00% | +100.0% |
| Q2 2014 | $10,000 | +11.1% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $9,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $9,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $9,000 | – | 112 | – | 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% |