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 | $1,489,232 | -4.4% | 29,631 | -0.9% | 0.97% | -8.3% |
| Q2 2023 | $1,557,334 | +115686.9% | 29,886 | +7.0% | 1.06% | -16.3% |
| Q1 2023 | $1,345 | +7.0% | 27,939 | -0.0% | 1.26% | +6.4% |
| Q4 2022 | $1,257 | -99.9% | 27,940 | -4.7% | 1.18% | +10.2% |
| Q3 2022 | $1,230,000 | -7.4% | 29,303 | -2.2% | 1.08% | -2.9% |
| Q2 2022 | $1,328,000 | -25.6% | 29,948 | -10.9% | 1.11% | -10.6% |
| Q1 2022 | $1,786,000 | -52.3% | 33,622 | -52.3% | 1.24% | -9.9% |
| Q4 2021 | $3,745,000 | +109.5% | 70,483 | +98.9% | 1.37% | -4.6% |
| Q3 2021 | $1,788,000 | -0.1% | 35,435 | -0.3% | 1.44% | +0.1% |
| Q2 2021 | $1,789,000 | +8.0% | 35,552 | +0.0% | 1.44% | -6.1% |
| Q1 2021 | $1,656,000 | +14.6% | 35,539 | +8.1% | 1.53% | +0.8% |
| Q4 2020 | $1,445,000 | +19.7% | 32,880 | -1.3% | 1.52% | -16.6% |
| Q3 2020 | $1,207,000 | 0.0% | 33,297 | 0.0% | 1.82% | 0.0% |
| Q2 2020 | $1,207,000 | +36.4% | 33,297 | +13.9% | 1.82% | -4.2% |
| Q1 2020 | $885,000 | -18.1% | 29,246 | +2.4% | 1.90% | -5.1% |
| Q4 2019 | $1,081,000 | +83.5% | 28,570 | +69.1% | 2.00% | +66.2% |
| Q3 2019 | $589,000 | +160.6% | 16,899 | +158.0% | 1.21% | +149.2% |
| Q2 2019 | $226,000 | – | 6,550 | – | 0.48% | – |
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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% |