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 | $45,510,115 | +1.1% | 905,494 | +4.8% | 2.31% | -1.6% |
| Q2 2023 | $45,015,519 | +14.8% | 863,856 | +6.1% | 2.34% | +4.8% |
| Q1 2023 | $39,203,636 | +303.9% | 814,197 | +277.3% | 2.24% | +266.9% |
| Q4 2022 | $9,707,145 | +8.9% | 215,810 | +1.7% | 0.61% | -9.9% |
| Q3 2022 | $8,913,000 | -0.2% | 212,264 | +5.4% | 0.68% | -14.0% |
| Q2 2022 | $8,931,000 | -5.4% | 201,426 | +13.3% | 0.79% | +9.9% |
| Q1 2022 | $9,443,000 | +6.8% | 177,728 | +12.2% | 0.72% | +9.8% |
| Q4 2021 | $8,841,000 | +40.2% | 158,356 | +26.7% | 0.65% | +27.1% |
| Q3 2021 | $6,307,000 | +18.9% | 124,983 | +18.6% | 0.51% | +52.2% |
| Q2 2021 | $5,306,000 | +9.7% | 105,416 | +1.6% | 0.34% | -3.2% |
| Q1 2021 | $4,838,000 | -31.7% | 103,788 | -35.6% | 0.35% | -40.9% |
| Q4 2020 | $7,086,000 | +13.0% | 161,191 | +1.2% | 0.59% | -6.4% |
| Q3 2020 | $6,269,000 | +700.6% | 159,313 | +637.4% | 0.63% | +487.9% |
| Q2 2020 | $783,000 | +30.3% | 21,604 | +8.8% | 0.11% | +23.0% |
| Q1 2020 | $601,000 | +188.9% | 19,858 | +260.7% | 0.09% | +248.0% |
| Q4 2019 | $208,000 | – | 5,506 | – | 0.02% | – |
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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% |