SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,017,422 | +12.8% | 31,009 | +2.7% | 0.32% | +2.2% |
| Q3 2023 | $1,789,239 | +43.8% | 30,183 | +48.0% | 0.32% | -14.8% |
| Q2 2023 | $1,244,136 | -26.7% | 20,392 | -33.5% | 0.37% | +27.1% |
| Q1 2023 | $1,698,214 | -66.0% | 30,676 | -66.4% | 0.29% | -16.3% |
| Q4 2022 | $4,991,954 | +508.0% | 91,411 | +485.7% | 0.35% | +481.7% |
| Q3 2022 | $821,000 | +25.2% | 15,608 | +37.6% | 0.06% | +30.4% |
| Q1 2022 | $656,000 | – | 11,345 | – | 0.05% | – |
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% |