SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 318 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $108,800 | -42.7% | 1,700 | -44.9% | 0.00% | -50.0% |
| Q1 2024 | $189,759 | +21.5% | 3,084 | +10.4% | 0.01% | +20.0% |
| Q4 2023 | $156,185 | +11.2% | 2,794 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $140,426 | -3.6% | 2,794 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $145,595 | +561.8% | 2,794 | +502.2% | 0.01% | +400.0% |
| Q1 2021 | $22,000 | +10.0% | 464 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +11.1% | 464 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 464 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +21.4% | 464 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | – | 464 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 863,837 | $55,285,568 | 42.51% |
| Advance Capital Management, Inc. | 13,569,767 | $868,465,059 | 41.10% |
| Priebe Wealth Holdings LLC | 636,106 | $40,710,778 | 32.26% |
| Peterson Wealth Advisors, LLC | 2,351,124 | $150,471,968 | 31.56% |
| New Perspectives, Inc | 884,297 | $56,595,017 | 30.21% |
| Sterling Group Wealth Management, LLC | 821,360 | $52,567,029 | 30.18% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,627,094 | $104,134 | 30.02% |
| Forthright Family Wealth Advisory LLC | 694,925 | $44,475,200 | 28.66% |
| Advocacy Wealth Management Services, LLC | 5,053,527 | $323,425,728 | 26.68% |
| Private Wealth Group, LLC | 751,472 | $48,094,208 | 25.26% |