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 | $1,300,628 | -12.1% | 25,878 | -8.8% | 0.99% | -8.6% |
| Q2 2023 | $1,479,142 | +1.9% | 28,385 | -5.8% | 1.08% | -1.7% |
| Q1 2023 | $1,451,000 | +7.0% | 30,135 | -0.1% | 1.10% | +2.9% |
| Q4 2022 | $1,356,237 | +7.1% | 30,152 | 0.0% | 1.07% | +1.9% |
| Q3 2022 | $1,266,000 | -22.3% | 30,152 | -18.0% | 1.05% | -18.5% |
| Q2 2022 | $1,630,000 | +212.9% | 36,752 | +274.6% | 1.29% | +278.0% |
| Q1 2022 | $521,000 | -2.4% | 9,812 | +2.7% | 0.34% | +4.0% |
| Q4 2021 | $534,000 | +9.7% | 9,557 | -0.9% | 0.33% | +1.5% |
| Q3 2021 | $487,000 | +2.3% | 9,643 | +2.0% | 0.32% | +3.5% |
| Q2 2021 | $476,000 | -81.5% | 9,458 | -82.8% | 0.31% | -83.4% |
| Q1 2021 | $2,569,000 | +28.1% | 55,110 | +20.7% | 1.88% | +14.0% |
| Q4 2020 | $2,006,000 | +1.0% | 45,640 | -9.6% | 1.65% | -10.0% |
| Q3 2020 | $1,986,000 | +8.6% | 50,465 | 0.0% | 1.83% | +9.5% |
| Q2 2020 | $1,829,000 | +19.8% | 50,465 | 0.0% | 1.67% | +3.7% |
| Q1 2020 | $1,527,000 | -9.3% | 50,465 | +13.3% | 1.61% | +5.8% |
| Q4 2019 | $1,684,000 | +472.8% | 44,530 | +428.2% | 1.52% | +423.0% |
| Q3 2019 | $294,000 | +3.9% | 8,430 | +3.0% | 0.29% | +3.2% |
| Q2 2019 | $283,000 | -39.9% | 8,185 | -42.2% | 0.28% | -40.0% |
| Q1 2019 | $471,000 | +88.4% | 14,170 | +65.8% | 0.47% | +73.4% |
| Q4 2018 | $250,000 | -14.1% | 8,545 | 0.0% | 0.27% | -1.8% |
| Q3 2018 | $291,000 | +7.0% | 8,545 | 0.0% | 0.28% | +9.5% |
| Q2 2018 | $272,000 | +3.0% | 8,545 | 0.0% | 0.25% | +4.1% |
| Q1 2018 | $264,000 | -47.9% | 8,545 | -47.2% | 0.24% | -44.6% |
| Q4 2017 | $507,000 | – | 16,180 | – | 0.44% | – |
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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% |