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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $59,560 | +9.4% | 1,076 | +0.1% | 0.02% | -7.7% |
| Q4 2022 | $54,462 | -4.5% | 1,075 | +0.1% | 0.03% | -13.3% |
| Q3 2022 | $57,000 | -1.7% | 1,074 | +0.1% | 0.03% | -9.1% |
| Q2 2022 | $58,000 | -18.3% | 1,073 | +0.1% | 0.03% | -10.8% |
| Q1 2022 | $71,000 | -68.4% | 1,072 | -65.4% | 0.04% | -66.4% |
| Q4 2021 | $225,000 | +43.3% | 3,102 | +26.6% | 0.11% | +8.9% |
| Q3 2021 | $157,000 | -19.5% | 2,450 | -21.0% | 0.10% | -21.7% |
| Q2 2021 | $195,000 | +11.4% | 3,100 | +0.1% | 0.13% | -9.2% |
| Q1 2021 | $175,000 | +2.3% | 3,098 | +0.0% | 0.14% | -10.7% |
| Q4 2020 | $171,000 | – | 3,097 | – | 0.16% | – |
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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% |