SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 421 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 29.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,631 | -3.6% | 4,350 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $226,679 | -10.3% | 4,350 | -17.1% | 0.05% | -16.4% |
| Q1 2023 | $252,788 | +7.0% | 5,250 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $236,145 | -18.3% | 5,250 | -23.8% | 0.06% | -21.4% |
| Q3 2022 | $289,000 | -5.6% | 6,892 | 0.0% | 0.07% | +2.9% |
| Q2 2022 | $306,000 | -16.4% | 6,892 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $366,000 | -4.9% | 6,892 | 0.0% | 0.07% | +7.8% |
| Q4 2021 | $385,000 | +10.6% | 6,892 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $348,000 | +0.3% | 6,892 | 0.0% | 0.06% | -1.5% |
| Q2 2021 | $347,000 | +8.1% | 6,892 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $321,000 | +5.9% | 6,892 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $303,000 | +11.8% | 6,892 | 0.0% | 0.06% | +8.6% |
| Q3 2020 | $271,000 | +8.4% | 6,892 | 0.0% | 0.06% | -4.9% |
| Q2 2020 | $250,000 | +20.2% | 6,892 | 0.0% | 0.06% | -3.2% |
| Q1 2020 | $208,000 | -20.3% | 6,892 | 0.0% | 0.06% | -4.5% |
| Q4 2019 | $261,000 | +8.8% | 6,892 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $240,000 | +0.8% | 6,892 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $238,000 | +3.9% | 6,892 | 0.0% | 0.06% | -1.5% |
| Q1 2019 | $229,000 | +13.9% | 6,892 | 0.0% | 0.07% | -1.5% |
| Q4 2018 | $201,000 | -14.5% | 6,892 | 0.0% | 0.07% | +8.1% |
| Q3 2018 | $235,000 | +6.8% | 6,892 | 0.0% | 0.06% | +1.6% |
| Q2 2018 | $220,000 | +3.3% | 6,892 | 0.0% | 0.06% | +1.7% |
| Q1 2018 | $213,000 | -1.4% | 6,892 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $216,000 | +6.4% | 6,892 | +300.0% | 0.06% | -3.2% |
| Q3 2017 | $203,000 | +3.6% | 1,723 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $196,000 | +206.2% | 1,723 | +200.7% | 0.06% | +210.0% |
| Q1 2017 | $64,000 | – | 573 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |