Jackson, Grant Investment Advisers, 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
Jackson, Grant Investment Advisers, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$805,285
+22.0%
13,584
+25.6%
0.39%
+26.8%
Q2 2023$659,934
+10.6%
10,817
+0.3%
0.31%
+9.3%
Q1 2023$596,954
+9.6%
10,783
+0.3%
0.28%
+6.5%
Q4 2022$544,574
+1.4%
10,747
+0.3%
0.26%
-6.4%
Q3 2022$537,000
-3.9%
10,718
+0.3%
0.28%
+1.4%
Q2 2022$559,000
-20.8%
10,691
+0.2%
0.28%
-6.7%
Q1 2022$706,000
-6.9%
10,665
+2.0%
0.30%
-23.1%
Q4 2021$758,000
+13.8%
10,454
+0.5%
0.39%
+30.0%
Q3 2021$666,000
+1.8%
10,401
+0.2%
0.30%
+3.5%
Q2 2021$654,000
+13.1%
10,385
+1.3%
0.29%
+7.9%
Q1 2021$578,000
+2.1%
10,250
+0.2%
0.27%
-8.0%
Q4 2020$566,000
+10.8%
10,230
+0.2%
0.29%
-5.9%
Q3 2020$511,000
+11.8%
10,206
+0.2%
0.31%
+5.5%
Q2 2020$457,000
+24.5%
10,183
-0.7%
0.29%
+7.4%
Q1 2020$367,000
-19.7%
10,257
-5.9%
0.27%
+9.7%
Q4 2019$457,000
+8.8%
10,903
+1.0%
0.25%
+3.3%
Q3 2019$420,000
+3.7%
10,798
+3.1%
0.24%
+1.3%
Q2 2019$405,000
+3.8%
10,4690.0%0.24%
+0.9%
Q1 2019$390,000
+2.1%
10,469
-10.9%
0.23%
-13.0%
Q4 2018$382,000
-14.2%
11,745
+0.9%
0.27%
-3.6%
Q3 2018$445,000
+31.7%
11,635
+21.1%
0.28%
+19.7%
Q2 2018$338,000
+42.0%
9,610
+35.5%
0.23%
+40.4%
Q1 2018$238,000
+65.3%
7,090
+62.7%
0.17%
+71.1%
Q4 2017$144,000
+42.6%
4,359
+436.8%
0.10%
+32.9%
Q3 2017$101,0008120.07%
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