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 | $2,234,229 | -16.9% | 44,453 | -13.8% | 0.14% | -9.4% |
| Q2 2023 | $2,687,894 | -0.5% | 51,581 | -8.1% | 0.15% | +2.8% |
| Q1 2023 | $2,702,189 | -2.7% | 56,120 | -9.1% | 0.14% | -7.1% |
| Q4 2022 | $2,777,810 | -68.4% | 61,756 | -70.5% | 0.16% | -73.7% |
| Q3 2022 | $8,798,000 | -9.2% | 209,514 | -4.2% | 0.59% | -15.3% |
| Q2 2022 | $9,693,000 | -20.2% | 218,595 | -4.4% | 0.70% | -21.3% |
| Q1 2022 | $12,150,000 | -8.4% | 228,675 | -3.7% | 0.89% | -2.2% |
| Q4 2021 | $13,258,000 | +2.9% | 237,463 | -7.0% | 0.91% | -13.8% |
| Q3 2021 | $12,886,000 | -7.9% | 255,338 | -8.1% | 1.05% | -7.1% |
| Q2 2021 | $13,984,000 | -3.6% | 277,807 | -10.7% | 1.13% | -18.8% |
| Q1 2021 | $14,505,000 | +0.0% | 311,192 | -5.7% | 1.40% | -1.7% |
| Q4 2020 | $14,503,000 | +7.4% | 329,921 | -3.9% | 1.42% | -17.5% |
| Q3 2020 | $13,509,000 | +6.6% | 343,300 | -1.8% | 1.72% | -2.6% |
| Q2 2020 | $12,678,000 | +16.5% | 349,751 | -2.8% | 1.77% | +14.7% |
| Q1 2020 | $10,887,000 | -21.4% | 359,897 | -1.7% | 1.54% | -8.1% |
| Q4 2019 | $13,852,000 | -9.3% | 366,253 | -16.4% | 1.68% | -18.2% |
| Q3 2019 | $15,271,000 | +6.1% | 438,208 | +5.1% | 2.05% | +1.2% |
| Q2 2019 | $14,395,000 | +15.5% | 416,763 | +11.1% | 2.03% | +8.5% |
| Q1 2019 | $12,463,000 | -8.2% | 375,053 | -19.3% | 1.87% | -12.8% |
| Q4 2018 | $13,583,000 | +140.3% | 465,003 | +180.3% | 2.14% | +145.2% |
| Q3 2018 | $5,652,000 | +50.1% | 165,885 | +40.5% | 0.87% | +36.0% |
| Q2 2018 | $3,765,000 | +117.1% | 118,095 | +110.7% | 0.64% | +103.8% |
| Q1 2018 | $1,734,000 | – | 56,048 | – | 0.32% | – |
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% |