SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 662 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.63 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,404,276 | -32.3% | 71,883 | -32.6% | 1.73% | -27.8% |
| Q2 2023 | $6,507,481 | +286.4% | 106,715 | +255.8% | 2.39% | +258.8% |
| Q1 2023 | $1,684,219 | +462.5% | 29,995 | +422.6% | 0.67% | +322.2% |
| Q4 2022 | $299,398 | +23.7% | 5,740 | +22.8% | 0.16% | +16.2% |
| Q3 2022 | $242,000 | -48.3% | 4,673 | -40.1% | 0.14% | -45.2% |
| Q2 2022 | $468,000 | +9.1% | 7,798 | +6.4% | 0.25% | +3.8% |
| Q1 2022 | $429,000 | +41.6% | 7,329 | +58.8% | 0.24% | +262.1% |
| Q2 2021 | $303,000 | – | 4,615 | – | 0.07% | – |
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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% |