SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 252 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,728 | -4.2% | 7,416 | -0.6% | 0.08% | -1.3% |
| Q2 2023 | $388,949 | +7.7% | 7,464 | -0.5% | 0.08% | +2.6% |
| Q1 2023 | $361,221 | -1.5% | 7,502 | -8.0% | 0.08% | -11.5% |
| Q4 2022 | $366,812 | +6.0% | 8,155 | -0.9% | 0.09% | -6.5% |
| Q3 2022 | $346,000 | -89.0% | 8,230 | -88.4% | 0.09% | -88.8% |
| Q2 2022 | $3,145,000 | -40.8% | 70,928 | -29.1% | 0.83% | -26.7% |
| Q1 2022 | $5,315,000 | -2.3% | 100,037 | +2.7% | 1.14% | +9.7% |
| Q4 2021 | $5,441,000 | +16.1% | 97,452 | +4.9% | 1.04% | +6.6% |
| Q3 2021 | $4,688,000 | +4.9% | 92,915 | +4.6% | 0.97% | +6.0% |
| Q2 2021 | $4,471,000 | +12.9% | 88,826 | +4.6% | 0.92% | +3.3% |
| Q1 2021 | $3,959,000 | -5.2% | 84,930 | -10.6% | 0.89% | -13.5% |
| Q4 2020 | $4,176,000 | +21.0% | 94,992 | +8.3% | 1.03% | +8.6% |
| Q3 2020 | $3,450,000 | +17.3% | 87,674 | +8.1% | 0.94% | +8.0% |
| Q2 2020 | $2,940,000 | +81.3% | 81,107 | +51.3% | 0.88% | +44.6% |
| Q1 2020 | $1,622,000 | -22.0% | 53,605 | -2.5% | 0.60% | +11.2% |
| Q4 2019 | $2,079,000 | +14.8% | 54,983 | +5.8% | 0.54% | +3.2% |
| Q3 2019 | $1,811,000 | – | 51,967 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |