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 | $946,444 | -21.8% | 18,831 | -18.9% | 0.04% | -22.2% |
| Q2 2023 | $1,210,123 | +8.2% | 23,222 | +0.0% | 0.05% | -3.6% |
| Q1 2023 | $1,118,090 | +73.2% | 23,221 | +61.8% | 0.06% | +55.6% |
| Q4 2022 | $645,621 | +63.0% | 14,354 | +52.1% | 0.04% | +71.4% |
| Q3 2022 | $396,000 | -5.3% | 9,435 | +0.0% | 0.02% | -19.2% |
| Q2 2022 | $418,000 | -17.4% | 9,433 | -1.0% | 0.03% | -23.5% |
| Q1 2022 | $506,000 | -11.5% | 9,527 | -7.0% | 0.03% | -5.6% |
| Q4 2021 | $572,000 | +14.9% | 10,241 | +3.8% | 0.04% | +2.9% |
| Q3 2021 | $498,000 | -3.7% | 9,868 | -4.0% | 0.04% | -5.4% |
| Q2 2021 | $517,000 | -1.0% | 10,277 | -8.3% | 0.04% | -14.0% |
| Q1 2021 | $522,000 | -6.8% | 11,209 | -12.0% | 0.04% | -20.4% |
| Q4 2020 | $560,000 | +7.1% | 12,744 | -4.2% | 0.05% | -8.5% |
| Q3 2020 | $523,000 | -22.9% | 13,297 | -28.9% | 0.06% | -32.2% |
| Q2 2020 | $678,000 | -74.2% | 18,692 | -78.5% | 0.09% | -79.4% |
| Q1 2020 | $2,631,000 | -27.5% | 86,973 | -9.4% | 0.42% | -20.4% |
| Q4 2019 | $3,630,000 | +8.7% | 95,971 | +0.1% | 0.53% | -2.2% |
| Q3 2019 | $3,340,000 | +3.7% | 95,840 | +2.7% | 0.54% | -1.5% |
| Q2 2019 | $3,222,000 | -9.0% | 93,275 | -12.4% | 0.55% | -15.1% |
| Q1 2019 | $3,540,000 | -48.4% | 106,539 | -54.6% | 0.65% | -58.3% |
| Q4 2018 | $6,860,000 | +108.4% | 234,854 | +143.1% | 1.56% | +86.7% |
| Q3 2018 | $3,291,000 | +9.3% | 96,608 | +2.3% | 0.83% | +1.8% |
| Q2 2018 | $3,011,000 | +7.3% | 94,445 | +4.1% | 0.82% | +2.0% |
| Q1 2018 | $2,807,000 | – | 90,731 | – | 0.80% | – |
Download | ||||||
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% |