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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,000 | -2.8% | 7,600 | 0.0% | 0.07% | +24.1% |
| Q2 2023 | $464,000 | +4.7% | 7,600 | -5.0% | 0.05% | -1.8% |
| Q1 2023 | $443,000 | +9.4% | 7,997 | 0.0% | 0.06% | -5.2% |
| Q4 2022 | $405,000 | -8.2% | 7,997 | -9.2% | 0.06% | -22.7% |
| Q3 2022 | $441,000 | +7.6% | 8,811 | +12.3% | 0.08% | 0.0% |
| Q2 2022 | $410,000 | -21.0% | 7,845 | 0.0% | 0.08% | -10.7% |
| Q1 2022 | $519,000 | -88.6% | 7,845 | -87.5% | 0.08% | -88.1% |
| Q4 2021 | $4,565,000 | +969.1% | 62,989 | +844.9% | 0.70% | +905.7% |
| Q3 2021 | $427,000 | +3.6% | 6,666 | +1.9% | 0.07% | +14.8% |
| Q2 2021 | $412,000 | – | 6,540 | – | 0.06% | – |
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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% |