SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 82 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,492,815 | -1.6% | 2,437,183 | +2.2% | 32.91% | +0.1% |
| Q2 2023 | $124,458,311 | +6.3% | 2,383,802 | -1.9% | 32.89% | +2.1% |
| Q1 2023 | $117,032,586 | +11.8% | 2,430,583 | +4.5% | 32.22% | +2.0% |
| Q4 2022 | $104,642,326 | +10.4% | 2,326,419 | +3.0% | 31.59% | -0.8% |
| Q3 2022 | $94,813,000 | -4.0% | 2,257,989 | +1.3% | 31.84% | -2.4% |
| Q2 2022 | $98,803,000 | -11.4% | 2,228,300 | +6.1% | 32.61% | -1.2% |
| Q1 2022 | $111,577,000 | -0.2% | 2,100,084 | +4.9% | 33.01% | +2.4% |
| Q4 2021 | $111,763,000 | +16.9% | 2,001,845 | +5.6% | 32.23% | +2.0% |
| Q3 2021 | $95,633,000 | +1.9% | 1,895,231 | +1.6% | 31.61% | -5.0% |
| Q2 2021 | $93,858,000 | +16.1% | 1,864,845 | +7.5% | 33.29% | +1.2% |
| Q1 2021 | $80,836,000 | +9.4% | 1,734,297 | +3.2% | 32.90% | +1.2% |
| Q4 2020 | $73,891,000 | +18.1% | 1,680,878 | +5.7% | 32.51% | +1.4% |
| Q3 2020 | $62,577,000 | +7.8% | 1,590,262 | -0.7% | 32.06% | +3.7% |
| Q2 2020 | $58,047,000 | +27.0% | 1,601,302 | +5.9% | 30.92% | +4.3% |
| Q1 2020 | $45,723,000 | -19.9% | 1,511,497 | +0.1% | 29.65% | -9.2% |
| Q4 2019 | $57,103,000 | +7.7% | 1,509,873 | -0.7% | 32.64% | +0.6% |
| Q3 2019 | $53,012,000 | +2.7% | 1,521,160 | +1.8% | 32.45% | -0.7% |
| Q2 2019 | $51,628,000 | +6.4% | 1,494,740 | +5.1% | 32.68% | +0.7% |
| Q1 2019 | $48,518,000 | +20.1% | 1,421,555 | +2.8% | 32.45% | +1.4% |
| Q4 2018 | $40,408,000 | -5.1% | 1,383,353 | +10.7% | 32.00% | +3.0% |
| Q3 2018 | $42,586,000 | +16.5% | 1,249,968 | +9.0% | 31.07% | +4.9% |
| Q2 2018 | $36,552,000 | +6.9% | 1,146,549 | +3.8% | 29.62% | +4.9% |
| Q1 2018 | $34,189,000 | +248.4% | 1,105,007 | +252.6% | 28.24% | +218.4% |
| Q4 2017 | $9,813,000 | – | 313,406 | – | 8.87% | – |
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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% |