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 | $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% | – |
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% |