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 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 ↓ |
|---|---|---|---|
| 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% |