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 | $9,151,575 | -9.5% | 182,085 | -6.1% | 1.78% | -5.4% |
| Q2 2023 | $10,106,664 | +6.4% | 193,949 | -1.7% | 1.88% | -4.7% |
| Q1 2023 | $9,500,652 | +5.1% | 197,314 | -1.8% | 1.98% | -1.2% |
| Q4 2022 | $9,036,916 | +4.6% | 200,910 | -2.3% | 2.00% | -1.0% |
| Q3 2022 | $8,636,000 | +0.4% | 205,666 | +6.0% | 2.02% | +5.0% |
| Q2 2022 | $8,600,000 | -16.3% | 193,957 | +0.3% | 1.92% | -4.0% |
| Q1 2022 | $10,279,000 | -9.5% | 193,464 | -4.9% | 2.00% | -3.5% |
| Q4 2021 | $11,358,000 | +6.1% | 203,436 | -4.1% | 2.08% | +2.5% |
| Q3 2021 | $10,701,000 | -2.2% | 212,067 | -2.5% | 2.03% | -4.3% |
| Q2 2021 | $10,944,000 | +5.4% | 217,439 | -2.4% | 2.12% | -4.6% |
| Q1 2021 | $10,379,000 | +4.4% | 222,676 | -1.5% | 2.22% | -0.5% |
| Q4 2020 | $9,938,000 | +8.0% | 226,063 | -3.3% | 2.23% | -1.2% |
| Q3 2020 | $9,201,000 | -0.9% | 233,836 | -8.7% | 2.26% | -6.9% |
| Q2 2020 | $9,281,000 | +32.1% | 256,026 | +10.3% | 2.43% | +15.1% |
| Q1 2020 | $7,024,000 | -9.5% | 232,184 | +13.1% | 2.11% | +6.3% |
| Q4 2019 | $7,765,000 | +7.6% | 205,309 | -0.9% | 1.98% | -0.9% |
| Q3 2019 | $7,218,000 | +8.5% | 207,112 | +7.5% | 2.00% | +6.3% |
| Q2 2019 | $6,654,000 | +1.5% | 192,664 | -2.4% | 1.88% | -0.3% |
| Q1 2019 | $6,557,000 | +13.7% | 197,328 | -0.1% | 1.89% | +2.0% |
| Q4 2018 | $5,768,000 | -15.3% | 197,466 | -1.2% | 1.85% | -8.0% |
| Q3 2018 | $6,809,000 | +7.0% | 199,844 | +0.1% | 2.01% | +0.3% |
| Q2 2018 | $6,364,000 | – | 199,624 | – | 2.01% | – |
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% |