SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 195 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,226,043 | -22.7% | 24,394 | -19.8% | 0.15% | -19.5% |
| Q2 2023 | $1,585,082 | +2.1% | 30,418 | -5.7% | 0.19% | -5.9% |
| Q1 2023 | $1,552,645 | +3.0% | 32,246 | -3.8% | 0.20% | -3.8% |
| Q4 2022 | $1,507,954 | +1.5% | 33,525 | -5.2% | 0.21% | -8.3% |
| Q3 2022 | $1,485,000 | -10.9% | 35,375 | -5.9% | 0.23% | -9.5% |
| Q2 2022 | $1,667,000 | -18.0% | 37,594 | -1.8% | 0.25% | -5.9% |
| Q1 2022 | $2,034,000 | -34.8% | 38,291 | -31.5% | 0.27% | -29.4% |
| Q4 2021 | $3,121,000 | +4.7% | 55,894 | -5.4% | 0.38% | -5.0% |
| Q3 2021 | $2,980,000 | -6.1% | 59,056 | -6.4% | 0.40% | -6.7% |
| Q2 2021 | $3,175,000 | +4.3% | 63,086 | -3.4% | 0.43% | -2.7% |
| Q1 2021 | $3,044,000 | +2.7% | 65,316 | -3.1% | 0.44% | -9.2% |
| Q4 2020 | $2,963,000 | +5.8% | 67,407 | -5.3% | 0.49% | -13.7% |
| Q3 2020 | $2,800,000 | +3.0% | 71,152 | -5.1% | 0.56% | -3.3% |
| Q2 2020 | $2,718,000 | -57.7% | 74,976 | -64.7% | 0.58% | -62.2% |
| Q1 2020 | $6,424,000 | -34.8% | 212,366 | -18.4% | 1.54% | -17.8% |
| Q4 2019 | $9,847,000 | -6.2% | 260,356 | -13.6% | 1.88% | -12.1% |
| Q3 2019 | $10,502,000 | -1.4% | 301,355 | -2.2% | 2.14% | -1.6% |
| Q2 2019 | $10,646,000 | +59.4% | 308,230 | +53.4% | 2.17% | +51.2% |
| Q1 2019 | $6,677,000 | +49.0% | 200,947 | +31.0% | 1.44% | +41.2% |
| Q4 2018 | $4,482,000 | -25.6% | 153,435 | -18.8% | 1.02% | -20.2% |
| Q2 2018 | $6,023,000 | +37.5% | 188,931 | +33.5% | 1.27% | +35.7% |
| Q1 2018 | $4,380,000 | +108.8% | 141,556 | +111.3% | 0.94% | +112.7% |
| Q4 2017 | $2,098,000 | – | 67,008 | – | 0.44% | – |
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% |