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 | $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 | 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% |