SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 796 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.72 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,135 | -3.7% | 4,270 | -0.9% | 0.13% | 0.0% |
| Q2 2023 | $262,956 | +10.3% | 4,310 | +0.0% | 0.13% | +5.7% |
| Q1 2023 | $238,479 | +4.5% | 4,308 | -4.3% | 0.12% | +9.9% |
| Q4 2022 | $228,158 | +1.0% | 4,503 | -0.3% | 0.11% | -25.0% |
| Q3 2022 | $226,000 | -4.2% | 4,517 | -0.0% | 0.15% | -6.9% |
| Q2 2022 | $236,000 | -19.5% | 4,518 | +1.9% | 0.16% | -15.0% |
| Q1 2022 | $293,000 | -8.7% | 4,433 | 0.0% | 0.19% | -8.8% |
| Q4 2021 | $321,000 | +4.2% | 4,433 | -7.7% | 0.20% | -8.9% |
| Q3 2021 | $308,000 | -0.3% | 4,805 | -2.0% | 0.22% | -3.0% |
| Q2 2021 | $309,000 | +4.7% | 4,903 | -6.2% | 0.23% | -4.9% |
| Q1 2021 | $295,000 | -1.0% | 5,225 | -2.9% | 0.24% | -13.5% |
| Q4 2020 | $298,000 | – | 5,382 | – | 0.28% | – |
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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% |