SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 542 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,087 | +94418.0% | 5,501 | -2.8% | 0.18% | 0.0% |
| Q2 2023 | $345 | -21.1% | 5,661 | -28.3% | 0.18% | -29.1% |
| Q1 2023 | $437 | +7.6% | 7,893 | -1.5% | 0.25% | -15.5% |
| Q4 2022 | $406 | -99.9% | 8,011 | +0.0% | 0.30% | -6.0% |
| Q3 2022 | $401,000 | -4.3% | 8,009 | +0.0% | 0.32% | +11.7% |
| Q2 2022 | $419,000 | -28.7% | 8,007 | -9.9% | 0.28% | -28.2% |
| Q1 2022 | $588,000 | -11.7% | 8,886 | -3.4% | 0.39% | -12.6% |
| Q4 2021 | $666,000 | +27.3% | 9,195 | +12.4% | 0.45% | +13.3% |
| Q3 2021 | $523,000 | +44.9% | 8,184 | +42.9% | 0.40% | +22.8% |
| Q2 2021 | $361,000 | +28.9% | 5,727 | +15.1% | 0.32% | +25.6% |
| Q1 2021 | $280,000 | – | 4,977 | – | 0.26% | – |
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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% |