SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 317 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $65,699,990 | +1.3% | 1,067,772 | +1.3% | 9.39% | +0.6% |
| Q1 2024 | $64,884,252 | +7.6% | 1,054,514 | -2.2% | 9.33% | -0.3% |
| Q4 2023 | $60,276,766 | +6.7% | 1,078,296 | -4.1% | 9.35% | -3.5% |
| Q3 2023 | $56,508,436 | +998.5% | 1,124,322 | +1039.0% | 9.69% | +642.1% |
| Q2 2023 | $5,144,007 | +13.1% | 98,714 | +4.5% | 1.31% | +13.8% |
| Q1 2023 | $4,547,089 | +9.8% | 94,436 | +2.5% | 1.15% | +7.8% |
| Q4 2022 | $4,142,519 | +6.4% | 92,097 | -0.7% | 1.06% | -1.3% |
| Q3 2022 | $3,893,000 | -10.0% | 92,721 | -5.0% | 1.08% | -13.9% |
| Q2 2022 | $4,326,000 | -18.5% | 97,553 | -2.4% | 1.25% | -23.8% |
| Q1 2022 | $5,310,000 | -7.5% | 99,938 | -2.8% | 1.64% | -10.9% |
| Q4 2021 | $5,739,000 | +11.0% | 102,790 | +0.3% | 1.85% | -0.6% |
| Q3 2021 | $5,170,000 | -4.2% | 102,455 | -4.5% | 1.86% | -11.4% |
| Q2 2021 | $5,398,000 | -6.2% | 107,253 | -13.1% | 2.10% | -11.4% |
| Q1 2021 | $5,754,000 | -1.1% | 123,444 | -6.7% | 2.37% | +5.3% |
| Q4 2020 | $5,817,000 | -70.8% | 132,318 | -73.9% | 2.25% | -82.2% |
| Q3 2020 | $19,917,000 | +24.8% | 506,154 | +15.0% | 12.65% | -11.1% |
| Q2 2020 | $15,955,000 | +33.2% | 440,128 | +39.0% | 14.23% | +130.3% |
| Q4 2019 | $11,978,000 | – | 316,701 | – | 6.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,601,302 | $58,047,000 | 30.92% |
| Private Wealth Group, LLC | 827,111 | $29,983,000 | 24.62% |
| AFFINIA FINANCIAL GROUP, LLC | 773,091 | $28,025,000 | 23.13% |
| Stadion Money Management, LLC | 14,531,579 | $526,770,000 | 21.49% |
| O'Dell Group, LLC | 825,895 | $29,939,000 | 15.69% |
| Clear Perspective Advisors, LLC | 737,372 | $26,730,000 | 14.58% |
| Wealthcare Advisory Partners LLC | 3,225,381 | $116,920,000 | 14.57% |
| Detalus Advisors, LLC | 515,312 | $18,680,000 | 14.44% |
| Compass Ion Advisors, LLC | 440,128 | $15,955,000 | 14.23% |
| AlphaStar Capital Management, LLC | 1,475,031 | $55,756,000 | 11.91% |