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 | $755,030 | +37.1% | 14,799 | +43.8% | 0.07% | +40.0% |
| Q2 2023 | $550,656 | +24.8% | 10,291 | +12.3% | 0.05% | +6.4% |
| Q1 2023 | $441,329 | +9.9% | 9,166 | +6.2% | 0.05% | -28.8% |
| Q4 2022 | $401,554 | +0.1% | 8,634 | -5.3% | 0.07% | -61.4% |
| Q3 2022 | $401,000 | +31.0% | 9,119 | +33.6% | 0.17% | +28.6% |
| Q2 2022 | $306,000 | -13.3% | 6,825 | -0.4% | 0.13% | -2.9% |
| Q1 2022 | $353,000 | -2.8% | 6,852 | -0.8% | 0.14% | -9.9% |
| Q4 2021 | $363,000 | +1.1% | 6,909 | 0.0% | 0.15% | +11.8% |
| Q3 2021 | $359,000 | -22.0% | 6,909 | -23.1% | 0.14% | -21.8% |
| Q2 2021 | $460,000 | -50.1% | 8,988 | -53.4% | 0.17% | -55.7% |
| Q1 2021 | $921,000 | +2.7% | 19,280 | -3.7% | 0.39% | -4.6% |
| Q4 2020 | $897,000 | +22.9% | 20,019 | +9.8% | 0.41% | +5.6% |
| Q3 2020 | $730,000 | +6.3% | 18,227 | -2.2% | 0.39% | -6.7% |
| Q2 2020 | $687,000 | +5.9% | 18,634 | -6.4% | 0.42% | -13.6% |
| Q1 2020 | $649,000 | -21.4% | 19,910 | -7.0% | 0.48% | -10.4% |
| Q4 2019 | $826,000 | +9.5% | 21,414 | -3.7% | 0.54% | -13.3% |
| Q3 2019 | $754,000 | +2.6% | 22,243 | +6.0% | 0.62% | -11.5% |
| Q2 2019 | $735,000 | +2.9% | 20,989 | -0.8% | 0.70% | -8.2% |
| Q1 2019 | $714,000 | +3.9% | 21,153 | -10.1% | 0.77% | -15.7% |
| Q4 2018 | $687,000 | – | 23,523 | – | 0.91% | – |
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% |