SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 571 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $594,103 | +10.5% | 9,738 | +0.3% | 0.36% | +44.3% |
| Q1 2023 | $537,418 | +9.4% | 9,708 | +0.2% | 0.25% | +1.7% |
| Q4 2022 | $491,027 | +1.5% | 9,691 | +0.3% | 0.24% | -10.7% |
| Q3 2022 | $484,000 | -4.0% | 9,664 | +0.2% | 0.27% | -4.9% |
| Q2 2022 | $504,000 | -20.9% | 9,641 | +0.2% | 0.28% | -1.7% |
| Q1 2022 | $637,000 | -8.5% | 9,617 | +0.2% | 0.29% | -5.8% |
| Q4 2021 | $696,000 | -7.2% | 9,600 | -18.1% | 0.31% | -7.8% |
| Q3 2021 | $750,000 | +1.8% | 11,723 | +0.2% | 0.33% | +8.8% |
| Q2 2021 | $737,000 | +12.2% | 11,704 | +0.4% | 0.31% | +5.1% |
| Q1 2021 | $657,000 | +2.2% | 11,654 | +0.2% | 0.29% | -7.9% |
| Q4 2020 | $643,000 | – | 11,630 | – | 0.32% | – |
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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% |