SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 133 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $739,000 | -4.2% | 24,132 | +17.6% | 0.76% | +42.3% |
| Q4 2019 | $771,000 | +0.4% | 20,518 | -6.8% | 0.53% | -9.6% |
| Q3 2019 | $768,000 | -45.6% | 22,013 | -46.1% | 0.59% | -28.5% |
| Q2 2019 | $1,411,000 | -14.5% | 40,872 | -17.6% | 0.83% | -22.6% |
| Q1 2019 | $1,650,000 | +38.2% | 49,610 | +22.2% | 1.07% | +5.5% |
| Q4 2018 | $1,194,000 | +38.7% | 40,601 | +60.1% | 1.01% | +20.2% |
| Q3 2018 | $861,000 | +134.6% | 25,361 | +122.4% | 0.84% | +100.7% |
| Q2 2018 | $367,000 | +4.0% | 11,403 | 0.0% | 0.42% | -3.0% |
| Q1 2018 | $353,000 | – | 11,403 | – | 0.43% | – |
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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% |