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 | $2,142,731 | -7.5% | 42,633 | -4.1% | 0.00% | – |
| Q2 2023 | $2,315,982 | +15.6% | 44,444 | +6.8% | 0.00% | – |
| Q1 2023 | $2,002,790 | -29.4% | 41,595 | -34.1% | 0.00% | -100.0% |
| Q4 2022 | $2,837,395 | +4.2% | 63,081 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $2,723,000 | -3.1% | 64,845 | +2.3% | 0.00% | 0.0% |
| Q2 2022 | $2,810,000 | -31.9% | 63,376 | -18.4% | 0.00% | 0.0% |
| Q1 2022 | $4,128,000 | -17.9% | 77,701 | -13.7% | 0.00% | 0.0% |
| Q4 2021 | $5,025,000 | -39.3% | 90,008 | -45.1% | 0.00% | -50.0% |
| Q3 2021 | $8,275,000 | +119.8% | 163,995 | +119.2% | 0.00% | +100.0% |
| Q2 2021 | $3,765,000 | +15.3% | 74,805 | +6.7% | 0.00% | 0.0% |
| Q1 2021 | $3,266,000 | -7.8% | 70,077 | -13.1% | 0.00% | 0.0% |
| Q4 2020 | $3,543,000 | -0.6% | 80,606 | -11.0% | 0.00% | 0.0% |
| Q3 2020 | $3,564,000 | – | 90,579 | – | 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% |