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 | $966,122 | +46.6% | 19,222 | +52.0% | 0.07% | +51.1% |
| Q2 2023 | $659,125 | +10.2% | 12,649 | +1.8% | 0.05% | +9.3% |
| Q1 2023 | $598,068 | +5.6% | 12,421 | -1.3% | 0.04% | -2.3% |
| Q4 2022 | $566,145 | +13.0% | 12,586 | +5.5% | 0.04% | +4.8% |
| Q3 2022 | $501,000 | -0.6% | 11,933 | +5.0% | 0.04% | +5.0% |
| Q2 2022 | $504,000 | -26.2% | 11,360 | -11.6% | 0.04% | -13.0% |
| Q1 2022 | $683,000 | -0.7% | 12,855 | +4.3% | 0.05% | +2.2% |
| Q4 2021 | $688,000 | +22.4% | 12,330 | +10.5% | 0.04% | +2.3% |
| Q2 2021 | $562,000 | +12.2% | 11,160 | +3.9% | 0.04% | -8.3% |
| Q1 2021 | $501,000 | +72.2% | 10,745 | +62.3% | 0.05% | +60.0% |
| Q4 2020 | $291,000 | – | 6,621 | – | 0.03% | – |
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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% |