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 | $181,991 | +20.3% | 3,621 | +24.8% | 0.00% | – |
| Q2 2023 | $151,223 | -0.8% | 2,902 | -8.3% | 0.00% | – |
| Q1 2023 | $152,394 | -99.9% | 3,165 | -99.9% | 0.00% | -100.0% |
| Q4 2022 | $103,085,758 | +33.1% | 2,291,813 | +24.3% | 0.00% | 0.0% |
| Q3 2022 | $77,449,000 | -7.8% | 1,844,459 | -2.6% | 0.00% | 0.0% |
| Q2 2022 | $84,001,000 | -6.7% | 1,894,455 | +11.8% | 0.00% | +50.0% |
| Q1 2022 | $90,011,000 | +7.7% | 1,694,160 | +13.2% | 0.00% | 0.0% |
| Q4 2021 | $83,547,000 | +28.3% | 1,496,451 | +15.9% | 0.00% | 0.0% |
| Q3 2021 | $65,130,000 | +26.4% | 1,290,721 | +26.1% | 0.00% | +100.0% |
| Q2 2021 | $51,535,000 | +77.5% | 1,023,939 | +64.4% | 0.00% | 0.0% |
| Q1 2021 | $29,037,000 | +187.0% | 622,971 | +170.7% | 0.00% | – |
| Q4 2020 | $10,118,000 | +56111.1% | 230,171 | +50155.7% | 0.00% | – |
| Q3 2020 | $18,000 | +20.0% | 458 | +9.3% | 0.00% | – |
| Q2 2020 | $15,000 | +25.0% | 419 | +3.7% | 0.00% | – |
| Q1 2020 | $12,000 | -20.0% | 404 | +5.2% | 0.00% | – |
| Q4 2019 | $15,000 | +15.4% | 384 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 384 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | +44.4% | 384 | +45.5% | 0.00% | – |
| Q1 2019 | $9,000 | +28.6% | 264 | +10.0% | 0.00% | – |
| Q4 2018 | $7,000 | -12.5% | 240 | 0.0% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 240 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | -27.3% | 240 | -29.4% | 0.00% | – |
| Q1 2018 | $11,000 | 0.0% | 340 | 0.0% | 0.00% | – |
| Q4 2017 | $11,000 | +10.0% | 340 | +300.0% | 0.00% | – |
| Q3 2017 | $10,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | +11.1% | 85 | 0.0% | 0.00% | – |
| Q1 2017 | $9,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2016 | $9,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | +12.5% | 85 | 0.0% | 0.00% | – |
| Q2 2016 | $8,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2016 | $8,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2015 | $8,000 | – | 85 | – | 0.00% | – |
Download | ||||||
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% |