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 | $7,962,743 | -4.2% | 158,431 | -0.7% | 4.71% | -2.0% |
| Q2 2023 | $8,313,795 | +5.0% | 159,543 | -3.0% | 4.80% | +6.1% |
| Q1 2023 | $7,916,571 | +1.8% | 164,415 | -4.9% | 4.53% | -13.3% |
| Q4 2022 | $7,776,522 | +4.4% | 172,888 | -2.5% | 5.22% | -2.7% |
| Q3 2022 | $7,446,000 | -2.1% | 177,332 | +3.4% | 5.36% | +5.2% |
| Q2 2022 | $7,604,000 | -20.1% | 171,485 | -4.2% | 5.10% | -19.9% |
| Q1 2022 | $9,512,000 | +10.1% | 179,035 | +4.6% | 6.36% | +2.2% |
| Q4 2021 | $8,636,000 | 0.0% | 171,143 | 0.0% | 6.23% | 0.0% |
| Q3 2021 | $8,636,000 | -0.9% | 171,143 | -1.2% | 6.23% | +2.6% |
| Q2 2021 | $8,716,000 | +8.3% | 173,168 | +0.3% | 6.07% | +3.8% |
| Q1 2021 | $8,045,000 | +7.1% | 172,603 | +1.0% | 5.85% | -9.3% |
| Q4 2020 | $7,510,000 | – | 170,846 | – | 6.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |