SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 735 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.68 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,143 | -2.8% | 2,246 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $137,028 | +10.2% | 2,246 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $124,339 | +11.7% | 2,246 | +2.3% | 0.00% | -20.0% |
| Q4 2022 | $111,271 | +8.0% | 2,196 | +7.3% | 0.01% | 0.0% |
| Q3 2022 | $103,000 | -10.4% | 2,046 | -6.8% | 0.01% | 0.0% |
| Q2 2022 | $115,000 | -11.5% | 2,196 | +13.6% | 0.01% | 0.0% |
| Q1 2022 | $130,000 | -7.1% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $140,000 | +12.9% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $124,000 | +1.6% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $122,000 | +11.9% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $109,000 | +1.9% | 1,933 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $107,000 | +10.3% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $97,000 | +12.8% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $86,000 | +24.6% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $69,000 | -14.8% | 1,933 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $81,000 | -12.9% | 1,933 | -19.0% | 0.01% | -25.0% |
| Q3 2019 | $93,000 | +1760.0% | 2,387 | +1736.2% | 0.01% | +700.0% |
| Q1 2019 | $5,000 | – | 130 | – | 0.00% | – |
Download | ||||||
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% |