SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,738 | +17.9% | 6,237 | +21.4% | 0.02% | +21.4% |
| Q2 2023 | $313,537 | +10.4% | 5,139 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $283,994 | +9.5% | 5,130 | +0.2% | 0.01% | -84.3% |
| Q4 2022 | $259,435 | -28.9% | 5,120 | -49.8% | 0.09% | +67.9% |
| Q1 2020 | $365,000 | -80.0% | 10,207 | -76.6% | 0.05% | -33.8% |
| Q4 2019 | $1,827,000 | +278.3% | 43,590 | +259.3% | 0.08% | +35.6% |
| Q3 2019 | $483,000 | – | 12,131 | 0.0% | 0.06% | – |
| Q2 2019 | $0 | -100.0% | 12,131 | +20.1% | 0.00% | -100.0% |
| Q1 2019 | $376,000 | – | 10,100 | – | 0.05% | – |
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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% |