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 | $314,303 | -17.4% | 5,302 | -15.0% | 0.06% | -15.1% |
| Q2 2023 | $380,397 | +10.2% | 6,235 | 0.0% | 0.07% | +9.0% |
| Q1 2023 | $345,170 | +109131.0% | 6,235 | 0.0% | 0.07% | +9.8% |
| Q4 2022 | $316 | -99.9% | 6,235 | 0.0% | 0.06% | -12.9% |
| Q3 2022 | $313,000 | -4.0% | 6,235 | 0.0% | 0.07% | +12.9% |
| Q2 2022 | $326,000 | -25.4% | 6,235 | -5.6% | 0.06% | -13.9% |
| Q1 2022 | $437,000 | -8.8% | 6,604 | 0.0% | 0.07% | -8.9% |
| Q4 2021 | $479,000 | +13.5% | 6,604 | 0.0% | 0.08% | -6.0% |
| Q3 2021 | $422,000 | +6.6% | 6,604 | +5.1% | 0.08% | -1.2% |
| Q2 2021 | $396,000 | +11.9% | 6,281 | 0.0% | 0.08% | +4.9% |
| Q1 2021 | $354,000 | +2.0% | 6,281 | 0.0% | 0.08% | -2.4% |
| Q4 2020 | $347,000 | +10.2% | 6,281 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $315,000 | +13.7% | 6,281 | +2.1% | 0.08% | +5.1% |
| Q2 2020 | $277,000 | – | 6,153 | – | 0.08% | – |
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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% |