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 | $989,515 | -5.4% | 19,688 | -1.9% | 0.41% | -5.5% |
| Q2 2023 | $1,046,286 | +7.2% | 20,078 | -0.9% | 0.43% | +0.5% |
| Q1 2023 | $976,003 | -2.4% | 20,270 | -8.8% | 0.43% | -9.6% |
| Q4 2022 | $999,816 | -2.1% | 22,228 | -8.5% | 0.48% | -9.7% |
| Q3 2022 | $1,021,000 | -5.1% | 24,305 | +0.1% | 0.53% | -1.1% |
| Q2 2022 | $1,076,000 | -17.4% | 24,269 | -0.9% | 0.53% | -3.1% |
| Q1 2022 | $1,302,000 | -6.9% | 24,498 | -2.2% | 0.55% | -6.0% |
| Q4 2021 | $1,398,000 | +12.9% | 25,041 | +2.1% | 0.59% | +2.4% |
| Q3 2021 | $1,238,000 | -2.2% | 24,534 | -1.0% | 0.57% | -3.1% |
| Q2 2021 | $1,266,000 | -16.5% | 24,770 | -23.8% | 0.59% | -24.1% |
| Q1 2021 | $1,516,000 | -6.8% | 32,522 | -12.1% | 0.78% | -12.9% |
| Q4 2020 | $1,626,000 | +10.0% | 36,979 | -1.6% | 0.89% | -4.8% |
| Q3 2020 | $1,478,000 | +8.4% | 37,565 | -0.1% | 0.94% | -2.0% |
| Q2 2020 | $1,363,000 | +5.9% | 37,613 | -11.6% | 0.96% | -14.9% |
| Q1 2020 | $1,287,000 | -19.8% | 42,557 | +1.9% | 1.12% | -3.3% |
| Q4 2019 | $1,605,000 | +28.4% | 41,773 | +16.3% | 1.16% | +11.4% |
| Q3 2019 | $1,250,000 | +2.4% | 35,908 | +3.2% | 1.04% | +1.0% |
| Q2 2019 | $1,221,000 | +10.2% | 34,806 | +4.4% | 1.03% | -4.4% |
| Q1 2019 | $1,108,000 | +6.7% | 33,342 | -6.2% | 1.08% | -0.9% |
| Q4 2018 | $1,038,000 | -15.9% | 35,531 | -8.8% | 1.09% | -5.3% |
| Q3 2018 | $1,234,000 | +11.1% | 38,974 | +11.8% | 1.15% | +12.3% |
| Q2 2018 | $1,111,000 | +47.9% | 34,854 | +43.5% | 1.02% | +37.4% |
| Q1 2018 | $751,000 | +98.7% | 24,284 | +101.4% | 0.74% | +82.6% |
| Q4 2017 | $378,000 | – | 12,057 | – | 0.41% | – |
Download | ||||||
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% |