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 | $770,586 | -3.6% | 15,332 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $798,951 | +8.2% | 15,332 | 0.0% | 0.13% | +1.6% |
| Q1 2023 | $738,236 | +7.0% | 15,332 | 0.0% | 0.12% | +0.8% |
| Q4 2022 | $689,633 | -7.6% | 15,332 | -13.6% | 0.12% | -15.8% |
| Q3 2022 | $746,000 | -5.2% | 17,755 | 0.0% | 0.15% | -2.7% |
| Q2 2022 | $787,000 | -16.6% | 17,755 | -0.1% | 0.15% | -5.1% |
| Q1 2022 | $944,000 | -3.4% | 17,775 | +1.6% | 0.16% | +6.8% |
| Q4 2021 | $977,000 | -10.9% | 17,498 | -19.5% | 0.15% | -21.7% |
| Q3 2021 | $1,097,000 | +0.4% | 21,737 | +0.1% | 0.19% | -49.6% |
| Q2 2021 | $1,093,000 | +11.4% | 21,712 | +3.1% | 0.38% | +103.8% |
| Q1 2021 | $981,000 | +7.7% | 21,053 | +1.6% | 0.18% | 0.0% |
| Q4 2020 | $911,000 | +7.3% | 20,731 | -1.4% | 0.18% | -2.1% |
| Q3 2020 | $849,000 | +2.9% | 21,018 | +0.4% | 0.19% | +2.2% |
| Q2 2020 | $825,000 | +41.8% | 20,924 | +21.0% | 0.18% | +34.3% |
| Q1 2020 | $582,000 | -9.2% | 17,298 | +2.1% | 0.14% | +14.2% |
| Q4 2019 | $641,000 | +6.5% | 16,945 | +1.8% | 0.12% | +1.7% |
| Q3 2019 | $602,000 | -12.4% | 16,647 | -13.8% | 0.12% | -13.2% |
| Q2 2019 | $687,000 | +3.8% | 19,319 | +0.0% | 0.14% | +4.6% |
| Q1 2019 | $662,000 | +2.2% | 19,317 | -12.9% | 0.13% | -7.8% |
| Q4 2018 | $648,000 | – | 22,189 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |