SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 414 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.66 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $306,160 | -2.6% | 5,165 | +0.3% | 0.09% | -1.1% |
| Q2 2023 | $314,295 | +10.5% | 5,152 | +0.3% | 0.09% | +3.3% |
| Q1 2023 | $284,422 | +9.6% | 5,138 | +0.3% | 0.09% | -9.1% |
| Q4 2022 | $259,580 | +1.4% | 5,123 | +0.2% | 0.10% | -5.7% |
| Q3 2022 | $256,000 | -4.1% | 5,111 | +0.2% | 0.10% | -7.9% |
| Q2 2022 | $267,000 | -20.8% | 5,100 | +0.2% | 0.11% | -2.6% |
| Q1 2022 | $337,000 | +2.7% | 5,089 | +12.3% | 0.12% | +1.7% |
| Q4 2021 | $328,000 | +39.6% | 4,531 | +23.3% | 0.12% | +22.3% |
| Q3 2021 | $235,000 | +803.8% | 3,675 | +407.6% | 0.09% | +394.7% |
| Q1 2020 | $26,000 | -13.3% | 724 | 0.0% | 0.02% | -13.6% |
| Q4 2019 | $30,000 | – | 724 | – | 0.02% | – |
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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% |