SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,722,741 | +2.6% | 96,537 | +5.6% | 3.41% | +2.9% |
| Q2 2023 | $5,576,534 | +32.3% | 91,404 | +20.1% | 3.32% | +24.9% |
| Q1 2023 | $4,214,689 | +13.0% | 76,132 | +3.5% | 2.66% | +8.4% |
| Q4 2022 | $3,728,181 | -2.1% | 73,578 | -3.2% | 2.45% | -9.2% |
| Q3 2022 | $3,809,000 | -6.7% | 76,037 | -2.7% | 2.70% | +0.6% |
| Q2 2022 | $4,084,000 | -15.2% | 78,122 | +17.6% | 2.68% | +1.7% |
| Q4 2021 | $4,814,000 | +4.5% | 66,422 | -4.6% | 2.64% | -0.8% |
| Q1 2021 | $4,608,000 | – | 69,592 | – | 2.66% | – |
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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% |