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 | $2,977,000 | +84.4% | 67,132 | +114.4% | 0.22% | +980.0% |
| Q1 2022 | $1,614,000 | -49.2% | 31,317 | -44.9% | 0.02% | -90.4% |
| Q4 2021 | $3,175,000 | -0.6% | 56,865 | -10.2% | 0.21% | -5.4% |
| Q3 2021 | $3,195,000 | -7.0% | 63,315 | -7.2% | 0.22% | -7.9% |
| Q2 2021 | $3,435,000 | +17.0% | 68,253 | +8.4% | 0.24% | +6.7% |
| Q1 2021 | $2,936,000 | +8.9% | 62,992 | +2.7% | 0.22% | +1.8% |
| Q4 2020 | $2,696,000 | +9.2% | 61,318 | -2.2% | 0.22% | -2.2% |
| Q3 2020 | $2,468,000 | +8.1% | 62,707 | -0.4% | 0.23% | +7.6% |
| Q2 2020 | $2,283,000 | -0.7% | 62,988 | -17.1% | 0.21% | -44.0% |
| Q1 2020 | $2,299,000 | +545.8% | 76,007 | +706.9% | 0.38% | +557.9% |
| Q4 2019 | $356,000 | -89.2% | 9,420 | -90.3% | 0.06% | -82.0% |
| Q3 2018 | $3,306,000 | +34.9% | 97,030 | +26.2% | 0.32% | -10.0% |
| Q2 2018 | $2,451,000 | – | 76,883 | – | 0.35% | – |
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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% |