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 | $327,650 | -2.4% | 5,527 | +0.4% | 0.18% | -2.1% |
| Q2 2023 | $335,747 | +10.2% | 5,503 | +0.0% | 0.19% | +8.0% |
| Q1 2023 | $304,554 | +9.7% | 5,501 | +0.4% | 0.17% | +6.1% |
| Q4 2022 | $277,692 | -1.2% | 5,480 | -2.2% | 0.16% | -10.4% |
| Q3 2022 | $281,000 | -4.1% | 5,606 | +0.2% | 0.18% | +1.1% |
| Q2 2022 | $293,000 | -22.3% | 5,597 | -1.8% | 0.18% | -8.6% |
| Q1 2022 | $377,000 | -6.7% | 5,701 | +2.2% | 0.20% | -3.4% |
| Q4 2021 | $404,000 | +13.2% | 5,581 | +0.0% | 0.20% | -3.3% |
| Q3 2021 | $357,000 | +1.7% | 5,580 | +0.1% | 0.21% | +0.5% |
| Q2 2021 | $351,000 | +8.3% | 5,575 | -3.0% | 0.21% | 0.0% |
| Q1 2021 | $324,000 | -3.6% | 5,748 | -5.3% | 0.21% | -12.8% |
| Q4 2020 | $336,000 | +6.3% | 6,072 | -3.7% | 0.24% | -12.0% |
| Q3 2020 | $316,000 | +7.8% | 6,303 | -3.4% | 0.28% | -2.1% |
| Q2 2020 | $293,000 | +22.1% | 6,527 | -2.8% | 0.28% | -2.1% |
| Q1 2020 | $240,000 | -33.3% | 6,713 | -21.9% | 0.29% | -11.7% |
| Q4 2019 | $360,000 | – | 8,600 | – | 0.32% | – |
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% |