SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $338,000 | -20.5% | 6,361 | -16.5% | 0.20% | -16.6% |
| Q4 2021 | $425,000 | +7.9% | 7,620 | -2.5% | 0.24% | +3.4% |
| Q3 2021 | $394,000 | -6.0% | 7,813 | -6.2% | 0.23% | -1.3% |
| Q2 2021 | $419,000 | +76.8% | 8,327 | +63.5% | 0.24% | +71.0% |
| Q1 2021 | $237,000 | -6.3% | 5,094 | -11.5% | 0.14% | -7.4% |
| Q4 2020 | $253,000 | +9.1% | 5,754 | -2.6% | 0.15% | +3.5% |
| Q3 2020 | $232,000 | -7.6% | 5,906 | -10.9% | 0.14% | -12.7% |
| Q4 2019 | $251,000 | – | 6,627 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |