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 2021 | $3,410,000 | +16.2% | 47,053 | +2.7% | 0.59% | +1.7% |
| Q3 2021 | $2,934,000 | -1.0% | 45,836 | -2.6% | 0.58% | -2.4% |
| Q2 2021 | $2,963,000 | +15.0% | 47,060 | +3.0% | 0.59% | +6.9% |
| Q1 2021 | $2,577,000 | +12.0% | 45,694 | +9.8% | 0.55% | +2.6% |
| Q4 2020 | $2,301,000 | +15.0% | 41,621 | +4.2% | 0.54% | -2.7% |
| Q3 2020 | $2,001,000 | +31.6% | 39,925 | +18.0% | 0.55% | +21.3% |
| Q2 2020 | $1,520,000 | +42.3% | 33,836 | +13.3% | 0.46% | +24.3% |
| Q1 2020 | $1,068,000 | +7.1% | 29,871 | +25.5% | 0.37% | +54.2% |
| Q4 2019 | $997,000 | +9.0% | 23,798 | +1.2% | 0.24% | +5.3% |
| Q3 2019 | $915,000 | – | 23,520 | – | 0.23% | – |
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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% |