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 | $2,551,253 | -3.3% | 50,761 | +0.3% | 0.27% | -2.9% |
| Q2 2023 | $2,637,571 | +10.3% | 50,615 | +2.0% | 0.28% | +7.0% |
| Q1 2023 | $2,390,313 | +23.6% | 49,643 | +15.5% | 0.26% | +17.4% |
| Q4 2022 | $1,933,661 | +12.9% | 42,989 | +5.4% | 0.22% | +8.4% |
| Q3 2022 | $1,713,000 | +1.6% | 40,786 | +7.3% | 0.20% | +6.3% |
| Q2 2022 | $1,686,000 | -7.4% | 38,025 | +11.0% | 0.19% | +3.8% |
| Q1 2022 | $1,820,000 | +0.3% | 34,262 | +1.6% | 0.18% | -1.1% |
| Q4 2021 | $1,814,000 | +37.7% | 33,736 | +29.2% | 0.18% | -13.6% |
| Q3 2021 | $1,317,000 | +12.7% | 26,105 | +12.3% | 0.21% | +12.6% |
| Q2 2021 | $1,169,000 | +48.0% | 23,236 | +37.0% | 0.19% | +102.1% |
| Q1 2021 | $790,000 | +42.6% | 16,956 | +34.5% | 0.09% | +38.2% |
| Q4 2020 | $554,000 | +87.8% | 12,607 | +68.1% | 0.07% | +61.9% |
| Q3 2020 | $295,000 | -60.0% | 7,500 | -61.5% | 0.04% | -62.5% |
| Q4 2019 | $738,000 | -96.0% | 19,505 | +5.8% | 0.11% | -95.6% |
| Q3 2019 | $18,428,000 | +0.6% | 18,428 | -97.1% | 2.56% | -0.2% |
| Q2 2019 | $18,320,000 | +3037.0% | 632,773 | +3502.5% | 2.57% | +2694.6% |
| Q1 2019 | $584,000 | – | 17,565 | – | 0.09% | – |
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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% |