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 | $15,110,874 | -5.1% | 254,907 | -2.3% | 10.67% | -1.4% |
| Q2 2023 | $15,917,287 | +5.9% | 260,896 | -3.9% | 10.83% | -0.9% |
| Q1 2023 | $15,033,040 | +12.0% | 271,551 | +2.5% | 10.93% | +8.5% |
| Q4 2022 | $13,425,893 | +3.1% | 264,967 | +1.9% | 10.08% | -7.5% |
| Q3 2022 | $13,027,000 | -18.6% | 260,010 | +5.3% | 10.90% | -14.2% |
| Q1 2022 | $16,001,000 | -8.1% | 246,889 | +2.8% | 12.69% | -0.8% |
| Q4 2021 | $17,403,000 | +11.4% | 240,147 | -1.6% | 12.80% | +1.0% |
| Q3 2021 | $15,624,000 | -1.6% | 244,051 | -3.2% | 12.67% | +11.1% |
| Q2 2021 | $15,874,000 | +19.0% | 252,085 | +6.6% | 11.40% | +3.5% |
| Q1 2021 | $13,338,000 | +7.3% | 236,483 | +5.2% | 11.02% | -1.8% |
| Q4 2020 | $12,429,000 | – | 224,794 | – | 11.22% | – |
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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% |