SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $238,000 | -92.0% | 6,127 | -91.9% | 6.49% | -60.0% |
| Q2 2019 | $2,986,000 | -78.5% | 75,421 | -79.8% | 16.23% | +36.5% |
| Q1 2019 | $13,898,000 | -3.3% | 373,513 | -15.6% | 11.88% | -22.4% |
| Q4 2018 | $14,376,000 | +23.6% | 442,349 | +45.5% | 15.32% | +49.7% |
| Q3 2018 | $11,629,000 | -16.5% | 304,116 | -23.3% | 10.23% | -16.6% |
| Q2 2018 | $13,934,000 | +218.1% | 396,644 | +203.6% | 12.27% | +122.4% |
| Q1 2018 | $4,380,000 | -20.8% | 130,660 | -22.0% | 5.52% | -0.2% |
| Q4 2017 | $5,527,000 | – | 167,495 | – | 5.53% | – |
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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% |