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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,451 | -10.0% | 4,596 | -7.4% | 0.07% | -13.6% |
| Q2 2023 | $302,732 | +17.1% | 4,962 | +6.3% | 0.08% | +9.5% |
| Q1 2023 | $258,531 | +6.8% | 4,670 | -2.3% | 0.07% | -3.9% |
| Q4 2022 | $242,152 | -88.2% | 4,779 | -88.3% | 0.08% | -89.4% |
| Q3 2022 | $2,047,000 | +0.9% | 40,851 | +5.3% | 0.73% | +13.4% |
| Q2 2022 | $2,028,000 | +20.5% | 38,796 | +52.6% | 0.64% | +30.5% |
| Q1 2022 | $1,683,000 | -4.3% | 25,417 | +4.7% | 0.49% | +2.1% |
| Q4 2021 | $1,759,000 | +19.9% | 24,277 | +6.0% | 0.48% | +7.1% |
| Q3 2021 | $1,467,000 | +9.2% | 22,911 | +7.4% | 0.45% | +4.7% |
| Q2 2021 | $1,344,000 | +13.4% | 21,342 | +1.6% | 0.43% | +2.9% |
| Q1 2021 | $1,185,000 | +14.1% | 21,006 | +11.8% | 0.42% | +7.5% |
| Q4 2020 | $1,039,000 | +13.8% | 18,791 | +3.2% | 0.39% | -1.3% |
| Q3 2020 | $913,000 | – | 18,217 | – | 0.39% | – |
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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% |