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 | $1,520,089 | +175.5% | 30,244 | +185.6% | 0.06% | +185.0% |
| Q2 2023 | $551,790 | -25.6% | 10,588 | -31.2% | 0.02% | -20.0% |
| Q1 2023 | $741,189 | +4.9% | 15,393 | -2.0% | 0.02% | 0.0% |
| Q4 2022 | $706,347 | +10.7% | 15,703 | +3.4% | 0.02% | +4.2% |
| Q3 2022 | $638,000 | -79.0% | 15,186 | -77.9% | 0.02% | -77.4% |
| Q2 2022 | $3,044,000 | -14.2% | 68,650 | +2.9% | 0.11% | 0.0% |
| Q1 2022 | $3,546,000 | +544.7% | 66,736 | +577.2% | 0.11% | +606.7% |
| Q4 2021 | $550,000 | +24.7% | 9,855 | +12.9% | 0.02% | +15.4% |
| Q3 2021 | $441,000 | -12.2% | 8,731 | -12.5% | 0.01% | -13.3% |
| Q2 2021 | $502,000 | +19.0% | 9,983 | +10.2% | 0.02% | +15.4% |
| Q1 2021 | $422,000 | +30.7% | 9,061 | +23.4% | 0.01% | +18.2% |
| Q4 2020 | $323,000 | +39.2% | 7,345 | +24.5% | 0.01% | +22.2% |
| Q3 2020 | $232,000 | +8.4% | 5,899 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $214,000 | – | 5,895 | – | 0.01% | – |
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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% |