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 | $4,615,193 | -5.1% | 91,826 | -1.6% | 0.20% | -1.5% |
| Q2 2023 | $4,860,751 | +3.6% | 93,279 | -4.3% | 0.21% | -3.3% |
| Q1 2023 | $4,692,214 | +53556.0% | 97,450 | -49.9% | 0.21% | -9.4% |
| Q4 2022 | $8,745 | -99.7% | 194,410 | +181.0% | 0.24% | +20.5% |
| Q3 2022 | $2,906,000 | -13.2% | 69,197 | -8.3% | 0.20% | -21.1% |
| Q2 2022 | $3,348,000 | +229.2% | 75,497 | +294.4% | 0.25% | +341.1% |
| Q1 2022 | $1,017,000 | -38.8% | 19,143 | -35.7% | 0.06% | -33.3% |
| Q4 2021 | $1,661,000 | +34.3% | 29,753 | +21.4% | 0.08% | +23.5% |
| Q3 2021 | $1,237,000 | +1.2% | 24,513 | +1.0% | 0.07% | +1.5% |
| Q2 2021 | $1,222,000 | +8.0% | 24,276 | +0.1% | 0.07% | 0.0% |
| Q1 2021 | $1,131,000 | +77.6% | 24,256 | +67.5% | 0.07% | +71.8% |
| Q4 2020 | $637,000 | +60.9% | 14,480 | +44.0% | 0.04% | +39.3% |
| Q3 2020 | $396,000 | +36.6% | 10,056 | +25.8% | 0.03% | +33.3% |
| Q2 2020 | $290,000 | +20.8% | 7,993 | +0.9% | 0.02% | -8.7% |
| Q1 2020 | $240,000 | – | 7,921 | – | 0.02% | – |
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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% |