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 | $542,557 | +507.1% | 10,795 | +529.4% | 0.08% | +523.1% |
| Q2 2023 | $89,369 | +8.2% | 1,715 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $82,577 | +7.0% | 1,715 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $77,141 | +7.1% | 1,715 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $72,000 | -5.3% | 1,715 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $76,000 | -16.5% | 1,715 | 0.0% | 0.02% | -11.8% |
| Q1 2022 | $91,000 | -5.2% | 1,715 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $96,000 | +10.3% | 1,715 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $87,000 | +1.2% | 1,715 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $86,000 | -4.4% | 1,715 | -10.9% | 0.02% | -10.0% |
| Q1 2021 | $90,000 | +5.9% | 1,925 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $85,000 | +11.8% | 1,925 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $76,000 | +1.3% | 1,925 | -7.0% | 0.02% | 0.0% |
| Q2 2020 | $75,000 | +134.4% | 2,070 | +93.5% | 0.02% | +111.1% |
| Q1 2020 | $32,000 | -50.8% | 1,070 | -37.8% | 0.01% | -40.0% |
| Q4 2019 | $65,000 | +8.3% | 1,720 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $60,000 | -30.2% | 1,720 | -31.0% | 0.02% | -31.8% |
| Q2 2019 | $86,000 | +3.6% | 2,492 | +0.2% | 0.02% | 0.0% |
| Q1 2019 | $83,000 | +167.7% | 2,488 | +132.5% | 0.02% | +175.0% |
| Q4 2018 | $31,000 | – | 1,070 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 939,709 | $52,464,000 | 35.56% |
| Peterson Wealth Advisors, LLC | 2,001,845 | $111,763,000 | 32.23% |
| Stadion Money Management, LLC | 10,166,170 | $567,577,000 | 29.65% |
| Brown Financial Advisory | 595,490 | $33,246,000 | 29.15% |
| New Perspectives, Inc | 714,239 | $39,876,000 | 28.21% |
| AFFINIA FINANCIAL GROUP, LLC | 772,947 | $41,484,000 | 26.97% |
| Clear Perspective Advisors, LLC | 1,011,305 | $56,461,000 | 17.14% |
| West Wealth Group, LLC | 773,161 | $43,165,000 | 16.24% |
| CCG WEALTH MANAGEMENT, LLC | 554,249 | $30,944,000 | 16.13% |
| Lloyd Advisory Services, LLC. | 614,688 | $34,318,000 | 15.82% |