SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $647,831 | +8.7% | 11,475 | -0.6% | 0.34% | +6.3% |
| Q1 2023 | $596,188 | +28.8% | 11,539 | +13.7% | 0.32% | +4.7% |
| Q4 2022 | $462,744 | -0.1% | 10,153 | 0.0% | 0.30% | -0.3% |
| Q3 2022 | $463,000 | -19.8% | 10,153 | -11.6% | 0.30% | -13.2% |
| Q2 2022 | $577,000 | -0.5% | 11,484 | +18.4% | 0.35% | +24.3% |
| Q1 2022 | $580,000 | -18.1% | 9,700 | -12.2% | 0.28% | -13.3% |
| Q4 2021 | $708,000 | +63.5% | 11,045 | +47.8% | 0.32% | +44.2% |
| Q3 2021 | $433,000 | +45.3% | 7,475 | +49.4% | 0.22% | +44.5% |
| Q2 2021 | $298,000 | +1.4% | 5,004 | -11.0% | 0.16% | -6.1% |
| Q1 2021 | $294,000 | – | 5,625 | – | 0.16% | – |
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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% |