SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,773 | +3.0% | 12,260 | +6.0% | 0.31% | +4.0% |
| Q2 2023 | $705,764 | +29.8% | 11,568 | +17.8% | 0.30% | +12.7% |
| Q1 2023 | $543,580 | +37.5% | 9,819 | +25.8% | 0.27% | +21.3% |
| Q4 2022 | $395,429 | +13.0% | 7,804 | +11.7% | 0.22% | -4.3% |
| Q3 2022 | $350,000 | +42.3% | 6,986 | +48.6% | 0.23% | +40.0% |
| Q2 2022 | $246,000 | +8.4% | 4,701 | +50.3% | 0.16% | +15.4% |
| Q4 2021 | $227,000 | – | 3,128 | – | 0.14% | – |
Download | ||||||
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% |