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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $742,395 | +183.4% | 16,505 | +179.6% | 0.29% | +142.0% |
| Q2 2022 | $262,000 | -19.9% | 5,904 | -4.1% | 0.12% | +36.8% |
| Q1 2022 | $327,000 | -11.4% | 6,154 | -6.8% | 0.09% | -7.4% |
| Q4 2021 | $369,000 | +31.8% | 6,604 | +19.1% | 0.09% | +22.1% |
| Q3 2021 | $280,000 | -1.8% | 5,546 | -2.1% | 0.08% | +20.3% |
| Q2 2021 | $285,000 | +26.1% | 5,666 | +16.9% | 0.06% | +14.3% |
| Q1 2021 | $226,000 | +5.1% | 4,846 | -0.8% | 0.06% | +1.8% |
| Q4 2020 | $215,000 | +2.4% | 4,886 | -8.3% | 0.06% | -9.8% |
| Q3 2020 | $210,000 | -14.6% | 5,327 | -21.4% | 0.06% | -29.1% |
| Q2 2020 | $246,000 | +12.8% | 6,780 | -5.8% | 0.09% | -12.2% |
| Q1 2020 | $218,000 | -38.4% | 7,194 | -23.1% | 0.10% | -26.3% |
| Q4 2019 | $354,000 | -89.6% | 9,359 | -90.4% | 0.13% | -90.9% |
| Q3 2019 | $3,390,000 | +4.5% | 97,277 | +3.6% | 1.45% | +12.8% |
| Q2 2019 | $3,243,000 | +0.2% | 93,889 | -3.6% | 1.29% | -24.4% |
| Q1 2019 | $3,236,000 | +10.4% | 97,397 | +5.9% | 1.70% | -3.2% |
| Q4 2018 | $2,931,000 | -17.5% | 92,013 | -11.8% | 1.76% | -9.4% |
| Q3 2018 | $3,554,000 | – | 104,306 | – | 1.94% | – |
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% |