Fiduciary Group LLC - 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
Fiduciary Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$535,416
+80.9%
9,032
+86.2%
0.03%
-5.6%
Q2 2023$295,899
-46.9%
4,850
-51.4%
0.04%0.0%
Q1 2023$556,945
+105.5%
9,988
+86.8%
0.04%0.0%
Q4 2022$270,983
-8.1%
5,348
-3.6%
0.04%
-5.3%
Q3 2022$295,0000.0%5,548
+13.5%
0.04%
+2.7%
Q2 2022$295,000
-6.6%
4,890
-16.4%
0.04%
-11.9%
Q1 2022$316,000
-33.1%
5,849
-10.2%
0.04%
-20.8%
Q4 2021$472,000
+3.5%
6,513
-2.3%
0.05%
+1.9%
Q3 2021$456,000
+3.6%
6,663
-0.4%
0.05%
+2.0%
Q2 2021$440,000
+9.2%
6,6930.0%0.05%
+4.1%
Q1 2021$403,000
-1.7%
6,693
-5.4%
0.05%
-9.3%
Q4 2020$410,000
+4.1%
7,075
-10.0%
0.05%
-10.0%
Q3 2020$394,000
-12.2%
7,860
-21.3%
0.06%
-20.0%
Q2 2020$449,000
+22.0%
9,988
-2.9%
0.08%
+4.2%
Q1 2020$368,000
+41.0%
10,285
+65.1%
0.07%
+71.4%
Q4 2019$261,0006,2310.04%
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