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 | $1,053,431 | -14.0% | 17,770 | -11.5% | 0.68% | -9.4% |
Q2 2023 | $1,224,837 | +9.3% | 20,076 | -0.8% | 0.75% | +3.2% |
Q1 2023 | $1,120,929 | +0.3% | 20,248 | -8.2% | 0.72% | -2.8% |
Q4 2022 | $1,117,121 | +18.3% | 22,047 | +17.0% | 0.74% | +12.7% |
Q3 2022 | $944,000 | +85.1% | 18,837 | +93.0% | 0.66% | +90.8% |
Q2 2022 | $510,000 | – | 9,761 | – | 0.35% | – |
Download |
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% |