SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155,157 | -2.1% | 19,487 | +0.8% | 1.24% | -0.6% |
| Q2 2023 | $1,179,398 | +14.4% | 19,331 | +3.8% | 1.25% | +13.2% |
| Q1 2023 | $1,030,818 | +67.6% | 18,620 | +53.4% | 1.10% | +61.9% |
| Q4 2022 | $615,217 | +0.4% | 12,142 | -0.7% | 0.68% | -2.0% |
| Q3 2022 | $613,000 | +28.8% | 12,229 | +34.3% | 0.69% | +21.8% |
| Q2 2022 | $476,000 | -20.3% | 9,104 | +1.0% | 0.57% | -23.2% |
| Q1 2022 | $597,000 | +10.4% | 9,018 | +20.8% | 0.74% | +10.6% |
| Q4 2021 | $541,000 | – | 7,464 | – | 0.67% | – |
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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% |