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 | $14,787,321 | +3.4% | 294,216 | +7.2% | 1.82% | +7.1% |
| Q2 2023 | $14,301,841 | +6.4% | 274,455 | -1.7% | 1.70% | +1.0% |
| Q1 2023 | $13,437,953 | +24.3% | 279,085 | +8.4% | 1.68% | +7.6% |
| Q3 2022 | $10,815,000 | -1.5% | 257,571 | +6.0% | 1.56% | +6.5% |
| Q2 2022 | $10,981,000 | -12.8% | 243,099 | -2.8% | 1.46% | -5.2% |
| Q1 2022 | $12,592,000 | -6.1% | 250,189 | +4.1% | 1.55% | +1.0% |
| Q4 2021 | $13,414,000 | +15.8% | 240,272 | +4.7% | 1.53% | -1.9% |
| Q3 2021 | $11,584,000 | -0.0% | 229,566 | +2.7% | 1.56% | -8.2% |
| Q2 2021 | $11,587,000 | +18.4% | 223,557 | +6.5% | 1.70% | +7.2% |
| Q1 2021 | $9,788,000 | +3.8% | 209,995 | +0.5% | 1.58% | -2.3% |
| Q4 2020 | $9,429,000 | +20.3% | 208,875 | +4.8% | 1.62% | +2.5% |
| Q3 2020 | $7,840,000 | +11.9% | 199,244 | +3.0% | 1.58% | -6.7% |
| Q2 2020 | $7,009,000 | +35.2% | 193,361 | +12.8% | 1.70% | +39.5% |
| Q1 2020 | $5,186,000 | – | 171,467 | – | 1.22% | – |
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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% |