SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,183,509 | +5.8% | 70,572 | +8.9% | 0.26% | +7.8% |
| Q2 2023 | $3,952,472 | +33.9% | 64,784 | +21.5% | 0.24% | +28.6% |
| Q1 2023 | $2,952,903 | +25.2% | 53,340 | +14.6% | 0.19% | +18.9% |
| Q4 2022 | $2,358,131 | +748.2% | 46,539 | +737.8% | 0.16% | +695.0% |
| Q3 2022 | $278,000 | -88.3% | 5,555 | -84.6% | 0.02% | -85.5% |
| Q1 2022 | $2,385,000 | -8.6% | 36,015 | 0.0% | 0.14% | -12.7% |
| Q4 2021 | $2,610,000 | +13.2% | 36,015 | 0.0% | 0.16% | +2.6% |
| Q3 2021 | $2,306,000 | +1.7% | 36,015 | 0.0% | 0.15% | +0.7% |
| Q2 2021 | $2,268,000 | – | 36,015 | – | 0.15% | – |
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% |