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 | $30,123,984 | -4.8% | 599,363 | -1.3% | 3.32% | -3.0% |
| Q2 2023 | $31,651,385 | +11.8% | 607,396 | +3.3% | 3.42% | +5.7% |
| Q1 2023 | $28,308,679 | +14.2% | 587,927 | +6.7% | 3.24% | +5.3% |
| Q4 2022 | $24,778,794 | +35.8% | 550,885 | +26.8% | 3.07% | +21.8% |
| Q3 2022 | $18,243,000 | +17.6% | 434,468 | +24.2% | 2.52% | +14.0% |
| Q2 2022 | $15,511,000 | +4.1% | 349,828 | +13.8% | 2.21% | +8.3% |
| Q1 2022 | $14,893,000 | -2.4% | 307,407 | +12.5% | 2.04% | +1.0% |
| Q4 2021 | $15,259,000 | +8.9% | 273,317 | -1.5% | 2.02% | -1.8% |
| Q3 2021 | $14,008,000 | -1.6% | 277,613 | +0.5% | 2.06% | -6.3% |
| Q2 2021 | $14,238,000 | +6.9% | 276,154 | -3.4% | 2.20% | +6.5% |
| Q1 2021 | $13,322,000 | +6.6% | 285,824 | +3.0% | 2.07% | +0.4% |
| Q4 2020 | $12,492,000 | +24.3% | 277,620 | +8.7% | 2.06% | +3.7% |
| Q3 2020 | $10,049,000 | +6.0% | 255,376 | +2.8% | 1.98% | +1.3% |
| Q2 2020 | $9,484,000 | +54.4% | 248,412 | +22.3% | 1.96% | +25.1% |
| Q1 2020 | $6,143,000 | – | 203,100 | – | 1.56% | – |
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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% |