Parsec Financial Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 537 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.54 and the average weighting 1.2%.

Quarter-by-quarter ownership
Parsec Financial Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$2,383,800
+5.0%
43,060
-3.9%
0.10%
-1.0%
Q4 2022$2,270,572
-3.7%
44,811
-4.8%
0.10%
-14.4%
Q3 2022$2,357,000
-6.8%
47,046
-2.7%
0.12%
-4.1%
Q2 2022$2,528,000
-23.1%
48,353
-2.6%
0.12%
-12.1%
Q1 2022$3,286,000
-9.4%
49,631
-0.8%
0.14%
-6.7%
Q4 2021$3,627,000
-1.3%
50,044
-3.1%
0.15%
-3.8%
Q3 2021$3,675,000
+3.4%
51,635
-8.6%
0.16%
-6.6%
Q2 2021$3,555,000
+3.3%
56,463
-7.5%
0.17%
-5.6%
Q1 2021$3,442,000
-2.2%
61,021
-4.1%
0.18%
-6.8%
Q4 2020$3,519,000
+2.7%
63,640
-6.9%
0.19%
-9.1%
Q3 2020$3,427,000
+4.9%
68,380
-6.0%
0.21%
+0.5%
Q2 2020$3,268,000
+17.4%
72,759
-6.6%
0.21%
-0.5%
Q1 2020$2,784,000
-39.8%
77,898
-29.4%
0.21%
-22.9%
Q4 2019$4,625,000
+19.9%
110,344
+11.3%
0.27%
+12.4%
Q3 2019$3,856,000
+0.9%
99,149
+0.5%
0.24%
+1.7%
Q2 2019$3,820,000
+17.6%
98,620
+13.0%
0.24%
+15.0%
Q1 2019$3,247,000
+55.7%
87,254
+35.9%
0.21%
+36.4%
Q4 2018$2,086,000
+46.6%
64,193
+72.4%
0.15%
+67.8%
Q3 2018$1,423,000
+49.6%
37,225
+37.5%
0.09%
+40.6%
Q2 2018$951,000
+188.2%
27,068
+175.2%
0.06%
+178.3%
Q1 2018$330,0009,8370.02%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 381,771$21,134,86819.40%
First Command Advisory Services, Inc. 18,111,586$1,002,733,10017.14%
Ford Financial Group, LLC 6,926$383,39816.26%
Focused Wealth Management, Inc 1,303,268$72,148,93914.60%
Willis Johnson & Associates, Inc. 2,201,179$121,857,28914.46%
Destiny Capital Corp/CO 312,663$17,309,03714.09%
RESTON WEALTH MANAGEMENT LLC 475,805$26,340,57613.77%
NICOLET ADVISORY SERVICES, LLC 2,014,592$111,890,41512.89%
TRUEFG, LLC 515,643$28,545,99612.88%
Measured Wealth Private Client Group, LLC 583,485$32,301,75312.44%
View complete list of SPDR SER TR shareholders