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 | $44,597 | +4.1% | 752 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $42,845 | +10.9% | 702 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $38,649 | +10.9% | 698 | +1.5% | 0.00% | +50.0% |
| Q4 2022 | $34,853 | -15.0% | 688 | -15.7% | 0.00% | -33.3% |
| Q3 2022 | $41,000 | -2.4% | 816 | +2.8% | 0.00% | -25.0% |
| Q2 2022 | $42,000 | +10.5% | 794 | +38.3% | 0.00% | +33.3% |
| Q1 2022 | $38,000 | -7.3% | 574 | +1.8% | 0.00% | -25.0% |
| Q4 2021 | $41,000 | +13.9% | 564 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | +2.9% | 563 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +12.9% | 557 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +14.8% | 556 | +13.7% | 0.00% | -20.0% |
| Q4 2020 | $27,000 | +12.5% | 489 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | – | 489 | – | 0.01% | – |
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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% |