SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,264 | -4.3% | 5,217 | -1.5% | 0.26% | +0.8% |
| Q2 2023 | $323,292 | -15.4% | 5,299 | -23.2% | 0.26% | -18.6% |
| Q1 2023 | $381,984 | +9.4% | 6,900 | +0.1% | 0.32% | +6.4% |
| Q4 2022 | $349,167 | -9.1% | 6,891 | -10.2% | 0.30% | -14.6% |
| Q3 2022 | $384,000 | +16.0% | 7,675 | +21.1% | 0.35% | +22.8% |
| Q2 2022 | $331,000 | +180.5% | 6,337 | +254.8% | 0.28% | +196.9% |
| Q1 2022 | $118,000 | -30.6% | 1,786 | -24.1% | 0.10% | -30.4% |
| Q4 2021 | $170,000 | – | 2,352 | – | 0.14% | – |
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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% |