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 | $1,469,803 | -3.8% | 29,244 | -0.3% | 0.52% | -1.0% |
| Q2 2023 | $1,528,491 | +4.0% | 29,332 | -3.9% | 0.52% | -2.6% |
| Q1 2023 | $1,469,875 | +6.2% | 30,527 | -0.8% | 0.54% | +2.1% |
| Q4 2022 | $1,384,349 | +7.1% | 30,777 | -0.1% | 0.53% | -3.3% |
| Q3 2022 | $1,293,000 | -7.8% | 30,801 | -2.6% | 0.54% | -0.9% |
| Q2 2022 | $1,402,000 | -19.1% | 31,626 | -3.0% | 0.55% | -7.6% |
| Q1 2022 | $1,732,000 | -15.3% | 32,614 | -11.0% | 0.59% | -11.5% |
| Q4 2021 | $2,046,000 | +10.5% | 36,641 | -0.1% | 0.67% | +0.3% |
| Q3 2021 | $1,852,000 | -0.6% | 36,694 | -0.9% | 0.67% | -1.8% |
| Q2 2021 | $1,863,000 | -2.9% | 37,011 | -10.1% | 0.68% | -9.0% |
| Q1 2021 | $1,918,000 | +3.6% | 41,165 | -2.3% | 0.75% | -1.4% |
| Q4 2020 | $1,851,000 | +9.1% | 42,121 | -2.3% | 0.76% | -3.1% |
| Q3 2020 | $1,696,000 | -3.3% | 43,109 | -10.9% | 0.78% | -8.0% |
| Q2 2020 | $1,753,000 | +15.9% | 48,359 | -3.3% | 0.85% | +3.3% |
| Q1 2020 | $1,512,000 | -29.6% | 49,998 | -12.0% | 0.82% | -2.9% |
| Q4 2019 | $2,147,000 | +11.0% | 56,784 | +2.3% | 0.85% | +0.2% |
| Q3 2019 | $1,935,000 | +17.3% | 55,533 | +16.3% | 0.85% | +15.9% |
| Q2 2019 | $1,649,000 | +9.6% | 47,761 | +5.5% | 0.73% | +6.4% |
| Q1 2019 | $1,504,000 | +19.6% | 45,272 | +5.2% | 0.69% | +11.2% |
| Q4 2018 | $1,257,000 | +87.1% | 43,043 | +118.2% | 0.62% | +121.5% |
| Q3 2018 | $672,000 | +62.3% | 19,729 | +51.6% | 0.28% | +40.9% |
| Q2 2018 | $414,000 | +16.6% | 13,015 | +13.2% | 0.20% | +13.1% |
| Q1 2018 | $355,000 | +30.5% | 11,495 | +32.2% | 0.18% | +33.6% |
| Q4 2017 | $272,000 | – | 8,692 | – | 0.13% | – |
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% |