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 | $339,023 | -57.6% | 5,719 | -48.2% | 0.30% | -36.1% |
| Q4 2021 | $800,000 | +42.3% | 11,045 | +25.7% | 0.48% | +47.2% |
| Q3 2021 | $562,000 | -13.4% | 8,784 | -14.7% | 0.32% | -11.0% |
| Q2 2021 | $649,000 | +46.5% | 10,301 | +16.6% | 0.36% | +43.9% |
| Q3 2020 | $443,000 | -17.7% | 8,833 | -26.2% | 0.25% | -43.8% |
| Q2 2020 | $538,000 | -8.5% | 11,971 | -27.3% | 0.45% | -25.6% |
| Q1 2020 | $588,000 | -64.9% | 16,461 | -61.9% | 0.60% | -38.3% |
| Q2 2019 | $1,674,000 | +13.6% | 43,232 | +9.1% | 0.98% | +2.8% |
| Q1 2019 | $1,474,000 | +12.7% | 39,633 | -1.5% | 0.95% | -13.9% |
| Q4 2018 | $1,308,000 | +24.0% | 40,241 | +42.6% | 1.11% | +7.5% |
| Q3 2018 | $1,055,000 | – | 28,219 | – | 1.03% | – |
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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% |