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 | $13,342,537 | -2.7% | 225,077 | +0.2% | 13.68% | +4.0% |
| Q2 2023 | $13,706,950 | +25.0% | 224,667 | +3.8% | 13.16% | +20.0% |
| Q1 2023 | $10,966,022 | -0.4% | 216,420 | -0.4% | 10.97% | -0.0% |
| Q4 2022 | $11,008,838 | +2.1% | 217,265 | +1.0% | 10.98% | -5.3% |
| Q3 2022 | $10,780,000 | -2.7% | 215,179 | +1.5% | 11.59% | +0.5% |
| Q2 2022 | $11,081,000 | -20.8% | 211,962 | +0.3% | 11.53% | -6.4% |
| Q1 2022 | $13,993,000 | -12.3% | 211,336 | -4.0% | 12.32% | -14.8% |
| Q4 2021 | $15,961,000 | – | 220,243 | – | 14.45% | – |
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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% |