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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $12,104,000 | +1.0% | 260,852 | -4.8% | 0.48% | -7.6% |
| Q4 2020 | $11,984,000 | -16.9% | 274,050 | -25.8% | 0.52% | -27.8% |
| Q3 2020 | $14,421,000 | +353.3% | 369,205 | +315.0% | 0.72% | +328.1% |
| Q2 2020 | $3,181,000 | +33.6% | 88,956 | +14.8% | 0.17% | +26.5% |
| Q1 2020 | $2,381,000 | +80.0% | 77,456 | +120.9% | 0.13% | +103.1% |
| Q4 2019 | $1,323,000 | -59.0% | 35,064 | -68.6% | 0.06% | -69.8% |
| Q4 2018 | $3,229,000 | -9.8% | 111,658 | +6.3% | 0.22% | +2.9% |
| Q3 2018 | $3,578,000 | +6.2% | 104,996 | -0.8% | 0.21% | -4.6% |
| Q2 2018 | $3,370,000 | -45.6% | 105,802 | -47.9% | 0.22% | -46.8% |
| Q1 2018 | $6,200,000 | +682.8% | 203,196 | +706.3% | 0.41% | +707.8% |
| Q4 2017 | $792,000 | -62.3% | 25,200 | +40.8% | 0.05% | -63.6% |
| Q3 2017 | $2,101,000 | – | 17,900 | – | 0.14% | – |
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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% |