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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $218,000 | -46.2% | 4,210 | -31.2% | 0.08% | -36.4% |
| Q1 2022 | $405,000 | -8.6% | 6,120 | 0.0% | 0.12% | -9.7% |
| Q4 2021 | $443,000 | +14.5% | 6,120 | +1.5% | 0.13% | +0.8% |
| Q3 2021 | $387,000 | -3.0% | 6,030 | -4.7% | 0.13% | -5.7% |
| Q2 2021 | $399,000 | -10.9% | 6,330 | -19.9% | 0.14% | -11.9% |
| Q1 2021 | $448,000 | -2.6% | 7,905 | -5.2% | 0.16% | -9.1% |
| Q4 2020 | $460,000 | +10.3% | 8,335 | +0.2% | 0.18% | +1.7% |
| Q3 2020 | $417,000 | -8.6% | 8,315 | -17.8% | 0.17% | -14.4% |
| Q2 2020 | $456,000 | +32.9% | 10,115 | +5.5% | 0.20% | +12.2% |
| Q1 2020 | $343,000 | – | 9,590 | – | 0.18% | – |
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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% |