Jacobi Capital Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 478 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.79 and the average weighting 1.2%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$403,697
-94.5%
6,810
-94.3%
0.05%
-94.4%
Q2 2023$7,322,351
+1752.4%
120,019
+1580.7%
0.82%
+1642.6%
Q1 2023$395,300
+9.3%
7,141
+0.0%
0.05%
+4.4%
Q4 2022$361,778
+1.1%
7,140
+0.0%
0.04%
-8.2%
Q3 2022$358,000
-4.0%
7,1390.0%0.05%
-2.0%
Q2 2022$373,000
-21.1%
7,139
+0.0%
0.05%
-12.3%
Q1 2022$473,000
-8.5%
7,1380.0%0.06%
-8.1%
Q4 2021$517,000
+200.6%
7,138
+165.3%
0.06%
+181.8%
Q3 2021$172,000
+855.6%
2,691
+827.9%
0.02%
+1000.0%
Q2 2021$18,000
+12.5%
2900.0%0.00%0.0%
Q1 2021$16,000
+166.7%
290
+190.0%
0.00%
+100.0%
Q4 2020$6,000
+20.0%
1000.0%0.00%0.0%
Q3 2020$5,000
+25.0%
1000.0%0.00%0.0%
Q2 2020$4,0000.0%1000.0%0.00%0.0%
Q1 2020$4,000
-94.7%
100
-94.5%
0.00%
-92.9%
Q4 2019$76,000
+8.6%
1,803
+0.2%
0.01%0.0%
Q3 2019$70,0000.0%1,799
+0.2%
0.01%0.0%
Q2 2019$70,000
+55.6%
1,796
+48.8%
0.01%
+27.3%
Q1 2019$45,000
+15.4%
1,207
+0.3%
0.01%0.0%
Q4 2018$39,000
-7.1%
1,203
+9.9%
0.01%0.0%
Q3 2018$42,000
+23.5%
1,095
+11.7%
0.01%
+10.0%
Q2 2018$34,000
+21.4%
980
+16.4%
0.01%
+25.0%
Q1 2018$28,000
+27.3%
842
+31.6%
0.01%
+14.3%
Q4 2017$22,000
+10.0%
640
+300.0%
0.01%0.0%
Q3 2017$20,0001600.01%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders