SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 318 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $45,432,000 | -15.2% | 1,081,980 | -8.6% | 1.95% | -13.5% |
| Q2 2022 | $53,560,000 | +2.8% | 1,183,776 | +20.6% | 2.26% | +12.7% |
| Q1 2022 | $52,082,000 | +9.5% | 981,220 | +15.7% | 2.00% | -10.2% |
| Q4 2021 | $47,562,000 | +30.4% | 848,141 | +17.4% | 2.23% | +25.1% |
| Q3 2021 | $36,465,000 | +9.0% | 722,583 | +8.7% | 1.78% | +17.5% |
| Q2 2021 | $33,453,000 | +12.9% | 664,671 | +4.5% | 1.52% | -1.9% |
| Q1 2021 | $29,639,000 | -3.3% | 635,888 | -8.8% | 1.55% | -5.6% |
| Q4 2020 | $30,637,000 | +81.4% | 696,938 | +62.4% | 1.64% | +17.0% |
| Q3 2020 | $16,888,000 | +1443.7% | 429,182 | +1333.8% | 1.40% | +1285.1% |
| Q2 2020 | $1,094,000 | +190.2% | 29,934 | +129.3% | 0.10% | +197.1% |
| Q1 2020 | $377,000 | – | 13,056 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |