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 | $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 | 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% |