SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $219,000 | -1.4% | 4,344 | -1.4% | 0.04% | -2.8% |
| Q2 2021 | $222,000 | -16.5% | 4,406 | -22.9% | 0.04% | -21.7% |
| Q1 2021 | $266,000 | -28.3% | 5,711 | -32.4% | 0.05% | -34.3% |
| Q4 2020 | $371,000 | -41.0% | 8,442 | -47.2% | 0.07% | -48.5% |
| Q3 2020 | $629,000 | -69.2% | 15,997 | -71.6% | 0.14% | -73.8% |
| Q2 2020 | $2,039,000 | +6.3% | 56,256 | -11.3% | 0.52% | -14.9% |
| Q1 2020 | $1,918,000 | -2.5% | 63,434 | +21.9% | 0.61% | +16.4% |
| Q4 2019 | $1,967,000 | +30.1% | 52,019 | +19.9% | 0.52% | +17.0% |
| Q3 2019 | $1,512,000 | +26.8% | 43,376 | +25.7% | 0.45% | +21.4% |
| Q2 2019 | $1,192,000 | +51.5% | 34,512 | +45.8% | 0.37% | +42.5% |
| Q1 2019 | $787,000 | +269.5% | 23,678 | +264.8% | 0.26% | +117.6% |
| Q3 2018 | $213,000 | – | 6,490 | – | 0.12% | – |
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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% |