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 | $26,183,804 | -0.1% | 520,972 | +3.6% | 2.47% | +5.6% |
| Q2 2023 | $26,203,156 | +12.5% | 502,843 | +4.0% | 2.34% | +2.3% |
| Q1 2023 | $23,283,295 | +21.8% | 483,557 | +6.2% | 2.29% | +7.5% |
| Q3 2022 | $19,112,000 | +0.7% | 455,155 | +6.3% | 2.13% | +1.1% |
| Q2 2022 | $18,977,000 | -8.6% | 427,979 | +9.5% | 2.10% | +4.3% |
| Q1 2022 | $20,758,000 | -0.1% | 390,695 | +4.9% | 2.02% | +1.8% |
| Q4 2021 | $20,786,000 | +12.1% | 372,381 | +1.3% | 1.98% | +0.4% |
| Q3 2021 | $18,550,000 | +2.9% | 367,628 | +2.6% | 1.97% | +4.0% |
| Q2 2021 | $18,034,000 | +13.7% | 358,324 | +5.3% | 1.90% | +1.1% |
| Q1 2021 | $15,868,000 | +10.0% | 340,449 | +3.7% | 1.88% | +3.6% |
| Q4 2020 | $14,426,000 | +153.1% | 328,158 | +126.5% | 1.81% | +114.3% |
| Q3 2020 | $5,700,000 | +441.3% | 144,857 | +398.5% | 0.84% | +397.1% |
| Q2 2020 | $1,053,000 | +75.8% | 29,059 | +46.7% | 0.17% | +47.8% |
| Q1 2020 | $599,000 | +8.3% | 19,815 | -70.0% | 0.12% | +1542.9% |
| Q3 2018 | $553,000 | -76.1% | 66,038 | -10.7% | 0.01% | -73.1% |
| Q2 2018 | $2,314,000 | – | 73,956 | – | 0.03% | – |
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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% |