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 | $1,263,708 | +5.5% | 25,143 | +9.4% | 0.13% | +7.6% |
| Q2 2023 | $1,197,633 | +16.5% | 22,982 | +7.6% | 0.12% | +9.3% |
| Q1 2023 | $1,028,126 | +12.4% | 21,352 | +5.0% | 0.11% | +4.9% |
| Q4 2022 | $914,382 | +7.7% | 20,328 | +0.5% | 0.10% | -16.3% |
| Q3 2022 | $849,000 | -5.0% | 20,225 | +0.3% | 0.12% | +2.5% |
| Q2 2022 | $894,000 | -60.7% | 20,171 | -52.9% | 0.12% | -56.0% |
| Q1 2022 | $2,275,000 | -2.8% | 42,828 | +2.1% | 0.27% | -11.4% |
| Q4 2021 | $2,341,000 | +9.6% | 41,935 | -0.9% | 0.31% | -4.9% |
| Q3 2021 | $2,135,000 | +0.4% | 42,312 | +0.1% | 0.32% | -9.0% |
| Q2 2021 | $2,127,000 | -4.1% | 42,268 | -11.1% | 0.36% | -29.5% |
| Q1 2021 | $2,217,000 | -2.2% | 47,561 | -7.8% | 0.50% | -15.4% |
| Q4 2020 | $2,267,000 | -25.7% | 51,580 | -33.5% | 0.60% | -37.0% |
| Q3 2020 | $3,052,000 | +1.0% | 77,561 | -6.9% | 0.95% | -11.7% |
| Q2 2020 | $3,021,000 | +22.9% | 83,336 | +2.6% | 1.07% | +2.3% |
| Q1 2020 | $2,458,000 | -17.0% | 81,253 | +3.7% | 1.05% | +2.6% |
| Q4 2019 | $2,963,000 | +9.9% | 78,338 | +3.4% | 1.02% | +5.4% |
| Q3 2019 | $2,697,000 | – | 75,770 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |