SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $396,992 | +24.0% | 6,507 | +3.0% | 0.01% | +11.1% |
| Q4 2022 | $320,184 | -51.9% | 6,319 | -31.2% | 0.01% | -78.0% |
| Q4 2021 | $665,000 | -2.6% | 9,178 | -14.0% | 0.04% | -24.1% |
| Q3 2021 | $683,000 | +178.8% | 10,666 | +140.8% | 0.05% | +107.7% |
| Q4 2020 | $245,000 | -87.9% | 4,429 | -89.1% | 0.03% | -80.0% |
| Q3 2020 | $2,027,000 | +230.7% | 40,459 | +196.3% | 0.13% | +202.3% |
| Q2 2020 | $613,000 | -77.5% | 13,656 | -82.1% | 0.04% | -78.3% |
| Q1 2020 | $2,730,000 | +612.8% | 76,382 | +735.6% | 0.20% | +760.9% |
| Q4 2019 | $383,000 | +29.4% | 9,141 | +19.9% | 0.02% | -11.5% |
| Q3 2019 | $296,000 | – | 7,624 | – | 0.03% | – |
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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% |