SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,754 | +97230.8% | 3,842 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $234 | +9.9% | 3,842 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $213 | -99.9% | 3,846 | -5.4% | 0.01% | -12.5% |
| Q1 2022 | $269,000 | -8.8% | 4,065 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $295,000 | +11.3% | 4,065 | -1.6% | 0.01% | 0.0% |
| Q3 2021 | $265,000 | +1.9% | 4,133 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $260,000 | +11.1% | 4,133 | -0.2% | 0.01% | +12.5% |
| Q1 2021 | $234,000 | +15.3% | 4,143 | +2.2% | 0.01% | -11.1% |
| Q3 2020 | $203,000 | -53.3% | 4,052 | -69.7% | 0.01% | -67.9% |
| Q4 2018 | $435,000 | -15.0% | 13,374 | 0.0% | 0.03% | -3.4% |
| Q3 2018 | $512,000 | +141.5% | 13,374 | +121.4% | 0.03% | +123.1% |
| Q2 2018 | $212,000 | – | 6,040 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Investments & Financial Planning, LLC | 381,771 | $21,134,868 | 19.40% |
| First Command Advisory Services, Inc. | 18,111,586 | $1,002,733,100 | 17.14% |
| Ford Financial Group, LLC | 6,926 | $383,398 | 16.26% |
| Focused Wealth Management, Inc | 1,303,268 | $72,148,939 | 14.60% |
| Willis Johnson & Associates, Inc. | 2,201,179 | $121,857,289 | 14.46% |
| Destiny Capital Corp/CO | 312,663 | $17,309,037 | 14.09% |
| RESTON WEALTH MANAGEMENT LLC | 475,805 | $26,340,576 | 13.77% |
| NICOLET ADVISORY SERVICES, LLC | 2,014,592 | $111,890,415 | 12.89% |
| TRUEFG, LLC | 515,643 | $28,545,996 | 12.88% |
| Measured Wealth Private Client Group, LLC | 583,485 | $32,301,753 | 12.44% |