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 2022 | $1,686,000 | +6.4% | 40,159 | +12.4% | 1.18% | +4.7% |
| Q2 2022 | $1,585,000 | -14.0% | 35,738 | +3.0% | 1.13% | +5.2% |
| Q1 2022 | $1,844,000 | +115.4% | 34,709 | +126.3% | 1.07% | +138.3% |
| Q4 2021 | $856,000 | +25.5% | 15,339 | +13.6% | 0.45% | +11.1% |
| Q3 2021 | $682,000 | +12.9% | 13,507 | +12.6% | 0.40% | +23.9% |
| Q2 2021 | $604,000 | +15.9% | 11,998 | +7.4% | 0.33% | +2.5% |
| Q1 2021 | $521,000 | 0.0% | 11,172 | -5.8% | 0.32% | -7.0% |
| Q4 2020 | $521,000 | – | 11,858 | – | 0.34% | – |
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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% |