SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 361 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $692,000 | +39.5% | 0 | -100.0% | 0.16% | +53.3% |
| Q4 2021 | $496,000 | +27.2% | 8,883 | – | 0.10% | +16.7% |
| Q2 2021 | $390,000 | +34.0% | 0 | – | 0.09% | +23.3% |
| Q1 2021 | $291,000 | +36.0% | 0 | -100.0% | 0.07% | +23.7% |
| Q4 2020 | $214,000 | -44.3% | 4,870 | -50.1% | 0.06% | -53.5% |
| Q3 2020 | $384,000 | +16.4% | 9,759 | +7.3% | 0.13% | +6.7% |
| Q2 2020 | $330,000 | +48.6% | 9,093 | +24.0% | 0.12% | +17.8% |
| Q1 2020 | $222,000 | -16.5% | 7,335 | +4.4% | 0.10% | +6.3% |
| Q4 2019 | $266,000 | +13.2% | 7,029 | +4.1% | 0.10% | -3.1% |
| Q3 2019 | $235,000 | +5.9% | 6,750 | +3.0% | 0.10% | +8.9% |
| Q2 2019 | $222,000 | – | 6,555 | – | 0.09% | – |
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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% |