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 | $5,891,867 | -7.4% | 99,390 | -4.7% | 1.64% | -2.3% |
| Q2 2023 | $6,360,118 | +7.3% | 104,247 | -2.6% | 1.68% | +2.3% |
| Q1 2023 | $5,926,663 | -0.2% | 107,057 | -8.6% | 1.64% | -6.0% |
| Q4 2022 | $5,937,396 | +23.3% | 117,178 | +21.9% | 1.75% | +9.4% |
| Q3 2022 | $4,815,000 | +2.5% | 96,106 | +6.9% | 1.60% | +4.0% |
| Q2 2022 | $4,699,000 | +60.0% | 89,889 | +102.6% | 1.54% | +66.5% |
| Q1 2022 | $2,937,000 | -5.8% | 44,360 | +3.1% | 0.92% | -7.5% |
| Q4 2021 | $3,117,000 | +9.3% | 43,017 | -3.4% | 1.00% | -1.6% |
| Q3 2021 | $2,852,000 | -3.6% | 44,542 | -5.2% | 1.02% | -4.4% |
| Q2 2021 | $2,960,000 | +6.6% | 46,998 | -4.5% | 1.06% | +0.4% |
| Q1 2021 | $2,776,000 | -1.2% | 49,217 | -3.1% | 1.06% | -7.8% |
| Q4 2020 | $2,810,000 | +2.4% | 50,810 | -7.2% | 1.15% | -9.3% |
| Q3 2020 | $2,743,000 | +4.0% | 54,737 | -6.8% | 1.27% | -1.0% |
| Q2 2020 | $2,638,000 | +33.0% | 58,705 | +5.8% | 1.28% | -3.4% |
| Q1 2020 | $1,984,000 | -9.5% | 55,507 | +6.1% | 1.32% | -7.5% |
| Q4 2019 | $2,192,000 | – | 52,294 | – | 1.43% | – |
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% |