SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 314 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $11,178,000 | -26.3% | 301,277 | -30.8% | 0.07% | -33.3% |
| Q3 2019 | $15,164,000 | +10.7% | 435,094 | +9.7% | 0.10% | +6.1% |
| Q2 2019 | $13,701,000 | +12.4% | 396,651 | +8.1% | 0.10% | +6.5% |
| Q1 2019 | $12,192,000 | +655.4% | 366,842 | +564.7% | 0.09% | +520.0% |
| Q4 2018 | $1,614,000 | +0.6% | 55,190 | +17.3% | 0.02% | +15.4% |
| Q3 2018 | $1,604,000 | +539.0% | 47,058 | +480.0% | 0.01% | +550.0% |
| Q2 2018 | $251,000 | 0.0% | 8,113 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $251,000 | +483.7% | 8,113 | +483.2% | 0.00% | – |
| Q4 2017 | $43,000 | – | 1,391 | – | 0.00% | – |
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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% |