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 | $1,620 | -99.9% | 28 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $1,205,539 | -15.5% | 23,792 | -16.5% | 0.02% | -24.1% |
| Q3 2022 | $1,427,000 | -27.8% | 28,485 | -24.7% | 0.03% | -23.7% |
| Q2 2022 | $1,977,000 | -23.3% | 37,829 | -2.8% | 0.04% | -9.5% |
| Q1 2022 | $2,576,000 | -10.7% | 38,915 | -2.3% | 0.04% | -6.7% |
| Q4 2021 | $2,885,000 | +12.6% | 39,820 | -0.5% | 0.04% | +2.3% |
| Q3 2021 | $2,563,000 | -1.4% | 40,028 | -13.1% | 0.04% | -6.4% |
| Q1 2021 | $2,599,000 | +2.0% | 46,082 | 0.0% | 0.05% | -4.1% |
| Q4 2020 | $2,548,000 | -8.9% | 46,082 | -17.4% | 0.05% | -19.7% |
| Q3 2020 | $2,796,000 | +26.7% | 55,800 | +13.6% | 0.06% | +17.3% |
| Q2 2020 | $2,206,000 | +36.5% | 49,101 | +8.6% | 0.05% | +10.6% |
| Q1 2020 | $1,616,000 | – | 45,226 | – | 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% |