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 | $223,873 | -2.1% | 3,759 | +0.3% | 0.10% | +2.0% |
| Q2 2023 | $228,653 | +7.2% | 3,748 | -2.8% | 0.10% | -9.3% |
| Q1 2023 | $213,357 | -16.6% | 3,854 | -23.6% | 0.11% | -25.0% |
| Q4 2022 | $255,695 | +1.5% | 5,046 | +0.3% | 0.14% | -15.3% |
| Q3 2022 | $252,000 | -3.8% | 5,033 | +0.3% | 0.17% | +14.1% |
| Q2 2022 | $262,000 | -22.3% | 5,020 | -1.3% | 0.15% | -8.0% |
| Q1 2022 | $337,000 | -8.4% | 5,088 | +0.2% | 0.16% | -1.8% |
| Q4 2021 | $368,000 | +5.4% | 5,079 | +1.8% | 0.16% | 0.0% |
| Q3 2021 | $349,000 | +11.1% | 4,990 | +0.2% | 0.16% | 0.0% |
| Q2 2021 | $314,000 | +11.7% | 4,982 | +0.2% | 0.16% | +0.6% |
| Q1 2021 | $281,000 | -1.4% | 4,974 | +0.2% | 0.16% | -2.4% |
| Q4 2020 | $285,000 | +9.2% | 4,964 | +0.2% | 0.17% | +3.1% |
| Q3 2020 | $261,000 | +8.3% | 4,952 | +0.2% | 0.16% | -1.2% |
| Q2 2020 | $241,000 | +17.0% | 4,941 | +0.7% | 0.16% | -9.8% |
| Q4 2019 | $206,000 | – | 4,908 | – | 0.18% | – |
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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% |