SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $311,000 | -36.4% | 5,972 | -19.1% | 0.24% | +6.1% |
| Q1 2022 | $489,000 | -11.3% | 7,383 | -2.9% | 0.23% | -10.2% |
| Q4 2021 | $551,000 | -34.4% | 7,607 | -42.0% | 0.25% | -41.2% |
| Q3 2021 | $840,000 | +82.6% | 13,119 | +79.5% | 0.43% | +86.2% |
| Q2 2021 | $460,000 | +68.5% | 7,309 | +51.1% | 0.23% | +56.8% |
| Q1 2021 | $273,000 | +7.9% | 4,837 | +5.8% | 0.15% | +7.2% |
| Q4 2020 | $253,000 | +22.8% | 4,572 | +11.2% | 0.14% | +10.4% |
| Q3 2020 | $206,000 | -14.2% | 4,112 | -22.9% | 0.12% | -17.2% |
| Q2 2020 | $240,000 | +29.7% | 5,336 | +3.1% | 0.15% | +10.2% |
| Q1 2020 | $185,000 | +172.1% | 5,175 | +221.0% | 0.14% | +121.0% |
| Q4 2019 | $68,000 | – | 1,612 | – | 0.06% | – |
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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% |