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 | $14,992,689 | +11.7% | 298,302 | +15.8% | 0.27% | +10.3% |
| Q2 2023 | $13,419,986 | +67.0% | 257,532 | +54.3% | 0.24% | +59.2% |
| Q1 2023 | $8,036,455 | +26.9% | 166,905 | +18.5% | 0.15% | +16.9% |
| Q4 2022 | $6,334,365 | +21.3% | 140,826 | +13.3% | 0.13% | +13.0% |
| Q3 2022 | $5,220,000 | +13.7% | 124,318 | +20.0% | 0.12% | +19.8% |
| Q2 2022 | $4,593,000 | -34.8% | 103,594 | -21.9% | 0.10% | -22.0% |
| Q1 2022 | $7,045,000 | -16.6% | 132,594 | -12.3% | 0.12% | -18.0% |
| Q4 2021 | $8,443,000 | +79.6% | 151,223 | +62.3% | 0.15% | +76.5% |
| Q3 2021 | $4,702,000 | +4.1% | 93,186 | +3.8% | 0.08% | -2.3% |
| Q2 2021 | $4,517,000 | +10.1% | 89,757 | +2.0% | 0.09% | -4.4% |
| Q1 2021 | $4,101,000 | +6.9% | 87,992 | +0.9% | 0.09% | -2.2% |
| Q4 2020 | $3,835,000 | +11.4% | 87,245 | -0.3% | 0.09% | -11.4% |
| Q3 2020 | $3,444,000 | +718.1% | 87,526 | +528.7% | 0.10% | +228.1% |
| Q1 2020 | $421,000 | -99.4% | 13,921 | -99.3% | 0.03% | -98.3% |
| Q4 2019 | $70,208,000 | +12.3% | 1,856,375 | +3.5% | 1.90% | -14.6% |
| Q3 2019 | $62,514,000 | +2.9% | 1,793,792 | +0.1% | 2.23% | -1.7% |
| Q2 2019 | $60,776,000 | +44.8% | 1,792,278 | +41.9% | 2.27% | +27.6% |
| Q1 2019 | $41,961,000 | +20269.4% | 1,262,749 | +20744.3% | 1.78% | +22100.0% |
| Q3 2018 | $206,000 | – | 6,058 | – | 0.01% | – |
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% |