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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $209,000 | -25.4% | 4,722 | -10.3% | 0.04% | -8.9% |
| Q1 2022 | $280,000 | -4.8% | 5,264 | 0.0% | 0.04% | -6.2% |
| Q4 2021 | $294,000 | -7.3% | 5,264 | -16.1% | 0.05% | -14.3% |
| Q3 2021 | $317,000 | -0.6% | 6,273 | -0.9% | 0.06% | 0.0% |
| Q2 2021 | $319,000 | +7.4% | 6,330 | -0.7% | 0.06% | 0.0% |
| Q1 2021 | $297,000 | +5.3% | 6,376 | -0.6% | 0.06% | 0.0% |
| Q4 2020 | $282,000 | -24.8% | 6,412 | -32.7% | 0.06% | -34.9% |
| Q3 2020 | $375,000 | -72.0% | 9,532 | -74.2% | 0.09% | -73.8% |
| Q2 2020 | $1,340,000 | +86.4% | 36,964 | +55.5% | 0.33% | +47.7% |
| Q1 2020 | $719,000 | -16.0% | 23,768 | +5.0% | 0.22% | +15.0% |
| Q4 2019 | $856,000 | +14.6% | 22,642 | +5.7% | 0.19% | +2.7% |
| Q3 2019 | $747,000 | +7.0% | 21,428 | +6.0% | 0.19% | +21.3% |
| Q2 2019 | $698,000 | +17.7% | 20,211 | +13.3% | 0.16% | +20.2% |
| Q1 2019 | $593,000 | +26.4% | 17,841 | +11.1% | 0.13% | -33.2% |
| Q4 2018 | $469,000 | -16.4% | 16,055 | -2.0% | 0.19% | +2.1% |
| Q3 2018 | $561,000 | +11.3% | 16,385 | +3.4% | 0.19% | +17.4% |
| Q2 2018 | $504,000 | +8.4% | 15,851 | +5.8% | 0.16% | +17.5% |
| Q1 2018 | $465,000 | – | 14,986 | – | 0.14% | – |
Download | ||||||
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% |