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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,572,092 | +68.4% | 171,236 | +51.4% | 0.98% | +48.9% |
| Q3 2023 | $5,684,758 | +35.5% | 113,107 | +40.4% | 0.66% | +11.3% |
| Q2 2023 | $4,196,679 | -25.8% | 80,535 | -31.4% | 0.59% | -7.6% |
| Q1 2023 | $5,654,500 | +2.0% | 117,435 | +2.8% | 0.64% | +66.1% |
| Q4 2022 | $5,545,362 | +17.6% | 114,243 | +17.4% | 0.39% | +18.3% |
| Q1 2022 | $4,715,000 | +6.9% | 97,317 | +16.7% | 0.33% | +12.4% |
| Q4 2021 | $4,412,000 | +11.0% | 83,388 | +15.6% | 0.29% | +10.2% |
| Q3 2021 | $3,973,000 | +21.5% | 72,150 | +15.1% | 0.26% | +14.8% |
| Q2 2021 | $3,269,000 | +13.4% | 62,675 | +6.2% | 0.23% | +2.7% |
| Q1 2021 | $2,883,000 | +11.7% | 59,006 | +3.8% | 0.22% | +2.3% |
| Q4 2020 | $2,582,000 | +12.9% | 56,854 | +3.3% | 0.22% | -1.8% |
| Q3 2020 | $2,287,000 | +11.7% | 55,061 | +6.4% | 0.22% | +5.2% |
| Q2 2020 | $2,048,000 | +17.8% | 51,746 | -0.4% | 0.21% | -6.2% |
| Q1 2020 | $1,739,000 | -6.3% | 51,941 | +11.1% | 0.23% | +3.2% |
| Q4 2019 | $1,856,000 | +23.0% | 46,763 | +12.5% | 0.22% | +6.3% |
| Q3 2019 | $1,509,000 | +17.9% | 41,585 | +11.9% | 0.21% | +6.7% |
| Q2 2019 | $1,280,000 | +28.0% | 37,175 | +24.8% | 0.19% | +23.7% |
| Q1 2019 | $1,000,000 | +28.5% | 29,795 | +25.0% | 0.16% | +24.8% |
| Q4 2018 | $778,000 | +15.8% | 23,841 | +9.4% | 0.12% | +1.6% |
| Q3 2018 | $672,000 | +27.5% | 21,783 | +31.7% | 0.12% | +13.9% |
| Q2 2018 | $527,000 | +22.8% | 16,545 | +19.4% | 0.11% | +14.9% |
| Q1 2018 | $429,000 | +26.5% | 13,859 | +28.1% | 0.09% | +3.3% |
| Q4 2017 | $339,000 | – | 10,823 | – | 0.09% | – |
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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% |