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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,382,906 | +6.6% | 98,108 | -2.9% | 2.81% | -6.4% |
| Q3 2023 | $5,986,746 | -3.3% | 100,991 | -0.5% | 3.00% | -6.1% |
| Q2 2023 | $6,191,295 | +8.1% | 101,480 | -1.9% | 3.20% | -4.8% |
| Q1 2023 | $5,727,922 | +3.4% | 103,493 | -5.3% | 3.36% | -6.1% |
| Q4 2022 | $5,538,940 | +4758.7% | 109,314 | +6240.7% | 3.58% | +5485.9% |
| Q1 2022 | $114,000 | +4.6% | 1,724 | 0.0% | 0.06% | -5.9% |
| Q2 2021 | $109,000 | +9.0% | 1,724 | -2.8% | 0.07% | -9.3% |
| Q1 2021 | $100,000 | 0.0% | 1,774 | -1.9% | 0.08% | -10.7% |
| Q4 2020 | $100,000 | – | 1,808 | – | 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% |