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 | $2,047,395 | -4.4% | 34,115 | -1.5% | 1.38% | +14.5% |
Q2 2023 | $2,140,967 | +3.7% | 34,643 | -0.5% | 1.20% | -5.1% |
Q1 2023 | $2,065,410 | -21.2% | 34,818 | -30.9% | 1.27% | -20.6% |
Q4 2022 | $2,622,669 | -15.0% | 50,417 | -13.6% | 1.60% | -12.8% |
Q3 2022 | $3,084,000 | -10.3% | 58,355 | -0.5% | 1.83% | -24.4% |
Q2 2022 | $3,438,000 | -33.2% | 58,674 | -24.9% | 2.42% | -9.2% |
Q1 2022 | $5,144,000 | 0.0% | 78,178 | 0.0% | 2.67% | 0.0% |
Q4 2021 | $5,144,000 | -3.7% | 78,178 | -1.9% | 2.67% | +4.7% |
Q3 2021 | $5,343,000 | +1.8% | 79,656 | +0.4% | 2.55% | -15.1% |
Q2 2021 | $5,251,000 | +10.2% | 79,302 | -2.9% | 3.00% | -7.3% |
Q1 2021 | $4,766,000 | +20.8% | 81,659 | +13.5% | 3.24% | +28.9% |
Q4 2020 | $3,945,000 | +13.7% | 71,944 | +4.6% | 2.51% | -13.8% |
Q3 2020 | $3,470,000 | +8.6% | 68,803 | +1.7% | 2.91% | -11.9% |
Q2 2020 | $3,194,000 | +16.8% | 67,643 | +0.7% | 3.31% | -25.4% |
Q1 2020 | $2,735,000 | – | 67,153 | – | 4.43% | – |
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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% |