SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 316 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,006 | -6.0% | 18,126 | -2.5% | 0.10% | +1.0% |
| Q2 2023 | $968,946 | -13.9% | 18,594 | -20.5% | 0.10% | -5.5% |
| Q1 2023 | $1,125,606 | +10.9% | 23,377 | +3.6% | 0.11% | +12.2% |
| Q4 2022 | $1,015,407 | +10.0% | 22,575 | +2.7% | 0.10% | -10.9% |
| Q3 2022 | $923,000 | -4.6% | 21,984 | +0.8% | 0.11% | +14.6% |
| Q2 2022 | $967,000 | -99.9% | 21,800 | +7.3% | 0.10% | +7.9% |
| Q1 2022 | $1,079,210,000 | +6.2% | 20,313 | +11.6% | 0.09% | +8.5% |
| Q4 2021 | $1,015,907,000 | +14.1% | 18,196 | +3.1% | 0.08% | +6.5% |
| Q3 2021 | $890,148,000 | +137907.4% | 17,641 | +37.7% | 0.08% | -4.9% |
| Q2 2021 | $645,000 | -19.8% | 12,814 | -25.7% | 0.08% | -4.7% |
| Q1 2021 | $804,000 | +4.6% | 17,257 | -1.3% | 0.08% | -12.4% |
| Q4 2020 | $769,000 | -30.8% | 17,492 | -34.8% | 0.10% | -34.9% |
| Q3 2020 | $1,111,000 | +8.9% | 26,825 | -4.7% | 0.15% | -9.7% |
| Q2 2020 | $1,020,000 | +24.4% | 28,143 | +3.9% | 0.16% | -4.1% |
| Q1 2020 | $820,000 | -7.9% | 27,098 | +14.8% | 0.17% | +12.4% |
| Q4 2019 | $890,000 | +243.6% | 23,595 | +166.5% | 0.15% | +139.1% |
| Q4 2018 | $259,000 | -49.4% | 8,853 | -41.1% | 0.06% | -12.3% |
| Q3 2018 | $512,000 | – | 15,036 | – | 0.07% | – |
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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% |