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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,711 | -4.9% | 10,707 | -2.1% | 0.09% | -1.1% |
| Q2 2023 | $667,571 | +18.3% | 10,942 | +7.3% | 0.09% | +13.9% |
| Q1 2023 | $564,340 | +21.5% | 10,194 | +11.3% | 0.08% | +12.9% |
| Q4 2022 | $464,289 | +6.0% | 9,163 | +4.7% | 0.07% | 0.0% |
| Q3 2022 | $438,000 | +0.9% | 8,748 | +5.5% | 0.07% | +2.9% |
| Q2 2022 | $434,000 | -20.1% | 8,294 | +1.2% | 0.07% | -6.8% |
| Q1 2022 | $543,000 | +8.4% | 8,194 | +18.6% | 0.07% | -6.4% |
| Q4 2021 | $501,000 | +9.4% | 6,910 | -3.4% | 0.08% | -1.3% |
| Q3 2021 | $458,000 | +29.0% | 7,154 | +26.9% | 0.08% | +27.4% |
| Q2 2021 | $355,000 | +25.9% | 5,637 | +12.6% | 0.06% | +24.0% |
| Q1 2021 | $282,000 | +7.2% | 5,007 | +5.3% | 0.05% | 0.0% |
| Q4 2020 | $263,000 | – | 4,756 | – | 0.05% | – |
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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% |