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 | $7,845,968 | -5.8% | 156,587 | -2.0% | 0.56% | -4.9% |
| Q2 2023 | $8,324,981 | +6.0% | 159,758 | -2.1% | 0.59% | +5.1% |
| Q1 2023 | $7,856,961 | +8.9% | 163,177 | +1.8% | 0.56% | +5.0% |
| Q4 2022 | $7,212,306 | +13.4% | 160,345 | +6.9% | 0.54% | +2.5% |
| Q3 2022 | $6,358,000 | -31.9% | 149,938 | -28.8% | 0.52% | -30.7% |
| Q2 2022 | $9,334,000 | -15.4% | 210,501 | +1.3% | 0.76% | +4.3% |
| Q1 2022 | $11,038,000 | -6.0% | 207,754 | -1.2% | 0.73% | -1.8% |
| Q4 2021 | $11,742,000 | +16.9% | 210,324 | +5.7% | 0.74% | +9.1% |
| Q3 2021 | $10,045,000 | -62.9% | 199,060 | -63.0% | 0.68% | -62.5% |
| Q2 2021 | $27,044,000 | -1.5% | 537,328 | -8.7% | 1.81% | -7.1% |
| Q1 2021 | $27,445,000 | -12.0% | 588,819 | -17.0% | 1.95% | -8.7% |
| Q4 2020 | $31,173,000 | +15.0% | 709,121 | +3.0% | 2.13% | -7.9% |
| Q3 2020 | $27,098,000 | +1682.8% | 688,641 | +1542.2% | 2.31% | +1506.2% |
| Q2 2020 | $1,520,000 | – | 41,933 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |