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 | $684,290 | -11.6% | 13,615 | -8.4% | 0.01% | -7.7% |
| Q2 2023 | $774,407 | -8.5% | 14,861 | -15.5% | 0.01% | -23.5% |
| Q1 2023 | $846,670 | -59.1% | 17,584 | -61.8% | 0.02% | -66.0% |
| Q4 2022 | $2,070,924 | +32.8% | 46,041 | +64.9% | 0.05% | +127.3% |
| Q4 2021 | $1,559,000 | +222.8% | 27,923 | +191.6% | 0.02% | +214.3% |
| Q3 2021 | $483,000 | +39.2% | 9,577 | +39.1% | 0.01% | +40.0% |
| Q2 2021 | $347,000 | -8.0% | 6,886 | -14.9% | 0.01% | -16.7% |
| Q1 2021 | $377,000 | +66.1% | 8,088 | +56.5% | 0.01% | +50.0% |
| Q4 2020 | $227,000 | – | 5,169 | – | 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% |