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 | $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 | 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% |