SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,778,172 | -4.9% | 114,342 | -2.1% | 5.04% | +7.8% |
| Q2 2023 | $7,127,848 | -5.7% | 116,831 | -14.4% | 4.68% | -14.3% |
| Q1 2023 | $7,558,500 | +8.8% | 136,534 | -0.4% | 5.45% | -7.0% |
| Q4 2022 | $6,944,647 | -17.1% | 137,056 | -18.0% | 5.87% | -15.2% |
| Q3 2022 | $8,374,000 | -6.3% | 167,153 | -2.2% | 6.92% | +2.0% |
| Q2 2022 | $8,935,000 | -19.2% | 170,901 | +2.3% | 6.78% | -2.1% |
| Q1 2022 | $11,060,000 | +165.0% | 167,039 | +190.0% | 6.93% | +190.7% |
| Q4 2021 | $4,174,000 | – | 57,601 | – | 2.38% | – |
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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% |