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 2023 | $1,675,371 | -3.5% | 33,334 | +0.1% | 0.39% | -2.3% |
| Q2 2023 | $1,736,045 | +7.7% | 33,315 | -0.5% | 0.40% | +19.9% |
| Q1 2023 | $1,611,388 | +3.2% | 33,466 | -3.6% | 0.33% | -3.2% |
| Q4 2022 | $1,561,211 | +7.2% | 34,709 | 0.0% | 0.34% | -19.9% |
| Q3 2022 | $1,457,000 | -5.3% | 34,709 | 0.0% | 0.43% | -0.7% |
| Q2 2022 | $1,539,000 | -16.6% | 34,709 | -0.1% | 0.43% | -8.5% |
| Q1 2022 | $1,845,000 | -3.2% | 34,727 | +1.7% | 0.47% | +3.3% |
| Q4 2021 | $1,906,000 | +19.7% | 34,142 | +8.2% | 0.46% | +10.7% |
| Q3 2021 | $1,592,000 | +0.3% | 31,554 | 0.0% | 0.41% | 0.0% |
| Q2 2021 | $1,588,000 | +8.0% | 31,554 | 0.0% | 0.41% | +14.2% |
| Q1 2021 | $1,471,000 | +6.1% | 31,554 | 0.0% | 0.36% | -6.7% |
| Q4 2020 | $1,387,000 | +21.8% | 31,554 | +9.0% | 0.39% | +1.0% |
| Q3 2020 | $1,139,000 | +8.6% | 28,944 | 0.0% | 0.38% | +6.7% |
| Q2 2020 | $1,049,000 | +0.1% | 28,944 | -16.5% | 0.36% | -6.8% |
| Q1 2020 | $1,048,000 | – | 34,647 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |