SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 317 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,794,728 | -40.6% | 121,793 | -42.9% | 0.44% | -39.9% |
| Q1 2024 | $13,118,039 | +8.9% | 213,197 | -1.0% | 0.74% | -2.0% |
| Q4 2023 | $12,042,333 | +46.6% | 215,426 | +31.8% | 0.75% | +34.2% |
| Q3 2023 | $8,212,093 | +3.2% | 163,392 | +7.0% | 0.56% | +4.7% |
| Q2 2023 | $7,959,066 | +62.0% | 152,736 | +49.7% | 0.53% | +50.4% |
| Q1 2023 | $4,911,900 | +5.6% | 102,012 | -1.4% | 0.36% | -1.4% |
| Q4 2022 | $4,651,683 | +61.6% | 103,417 | +50.9% | 0.36% | +50.6% |
| Q3 2022 | $2,878,000 | -19.1% | 68,536 | -14.6% | 0.24% | -19.8% |
| Q2 2022 | $3,557,000 | -29.3% | 80,213 | -15.2% | 0.30% | -25.1% |
| Q1 2022 | $5,028,000 | -2.8% | 94,633 | -7.4% | 0.40% | -13.5% |
| Q4 2021 | $5,172,000 | +0.4% | 102,199 | +1.3% | 0.46% | +6.0% |
| Q3 2021 | $5,153,000 | -0.4% | 100,893 | -1.3% | 0.43% | -5.7% |
| Q2 2021 | $5,172,000 | +6.8% | 102,199 | +2.1% | 0.46% | -7.3% |
| Q1 2021 | $4,843,000 | +9.3% | 100,102 | -0.7% | 0.50% | -6.2% |
| Q4 2020 | $4,431,000 | +0.7% | 100,803 | -9.9% | 0.53% | -12.3% |
| Q3 2020 | $4,402,000 | +36.9% | 111,856 | +26.1% | 0.60% | +30.5% |
| Q2 2020 | $3,215,000 | +515.9% | 88,681 | +414.2% | 0.46% | +237.2% |
| Q1 2020 | $522,000 | -20.5% | 17,247 | -0.7% | 0.14% | -18.0% |
| Q4 2019 | $657,000 | +2.2% | 17,372 | -5.9% | 0.17% | -5.1% |
| Q3 2019 | $643,000 | – | 18,457 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |