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 | $54,209,984 | -15.2% | 1,078,591 | -12.1% | 1.48% | -3.7% |
| Q2 2023 | $63,933,759 | +5.2% | 1,226,900 | -2.8% | 1.53% | -6.1% |
| Q1 2023 | $60,753,498 | +58.9% | 1,261,755 | +48.4% | 1.63% | +39.0% |
| Q4 2022 | $38,237,273 | +2.7% | 850,095 | -4.1% | 1.17% | +31.0% |
| Q3 2022 | $37,241,000 | -3.5% | 886,887 | +1.9% | 0.90% | -10.8% |
| Q2 2022 | $38,597,000 | -0.1% | 870,467 | +19.7% | 1.00% | +4.4% |
| Q1 2022 | $38,629,000 | -10.1% | 727,056 | -5.6% | 0.96% | -25.5% |
| Q4 2021 | $42,988,000 | +17.2% | 769,975 | +5.9% | 1.29% | +36.5% |
| Q3 2021 | $36,687,000 | +11.8% | 727,043 | +11.5% | 0.95% | -1.4% |
| Q2 2021 | $32,811,000 | +12.7% | 651,914 | +4.4% | 0.96% | -8.1% |
| Q1 2021 | $29,108,000 | +36.0% | 624,518 | +28.3% | 1.04% | +6.5% |
| Q4 2020 | $21,398,000 | +50.3% | 486,798 | +34.6% | 0.98% | +29.6% |
| Q3 2020 | $14,235,000 | +3.1% | 361,766 | -5.0% | 0.76% | -12.8% |
| Q2 2020 | $13,806,000 | +9.7% | 380,861 | -8.4% | 0.87% | -20.2% |
| Q1 2020 | $12,580,000 | -20.5% | 415,879 | -0.6% | 1.09% | -3.1% |
| Q4 2019 | $15,830,000 | +130.6% | 418,587 | +112.5% | 1.12% | +192.2% |
| Q3 2019 | $6,865,000 | -45.2% | 197,004 | -45.7% | 0.38% | -78.2% |
| Q2 2019 | $12,524,000 | +51.5% | 362,617 | +45.7% | 1.76% | +24.8% |
| Q1 2019 | $8,269,000 | -54.8% | 248,865 | -60.3% | 1.41% | -70.8% |
| Q4 2018 | $18,307,000 | – | 626,755 | – | 4.83% | – |
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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% |