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 | $1,429,043 | -4.5% | 28,433 | -1.0% | 0.75% | -0.9% |
| Q2 2023 | $1,495,922 | +6.2% | 28,707 | -1.8% | 0.76% | +1.7% |
| Q1 2023 | $1,407,954 | +6.8% | 29,241 | -0.2% | 0.74% | -1.2% |
| Q4 2022 | $1,317,741 | +7.1% | 29,296 | +0.0% | 0.75% | -0.7% |
| Q3 2022 | $1,230,000 | -3.8% | 29,286 | +1.5% | 0.76% | -1.9% |
| Q2 2022 | $1,279,000 | -5.5% | 28,841 | +13.2% | 0.77% | +4.3% |
| Q1 2022 | $1,353,000 | -8.0% | 25,471 | -3.3% | 0.74% | -7.1% |
| Q4 2021 | $1,470,000 | +7.0% | 26,329 | -3.3% | 0.80% | -1.0% |
| Q3 2021 | $1,374,000 | -1.9% | 27,222 | -2.2% | 0.81% | -2.4% |
| Q2 2021 | $1,401,000 | +6.4% | 27,843 | -1.4% | 0.83% | +0.7% |
| Q1 2021 | $1,317,000 | +5.8% | 28,245 | -0.3% | 0.82% | -1.7% |
| Q4 2020 | $1,245,000 | -2.6% | 28,317 | -12.8% | 0.83% | -14.5% |
| Q3 2020 | $1,278,000 | -10.1% | 32,485 | -17.2% | 0.98% | -20.1% |
| Q2 2020 | $1,422,000 | -9.6% | 39,216 | -24.6% | 1.22% | -24.0% |
| Q1 2020 | $1,573,000 | -23.5% | 52,015 | -4.3% | 1.61% | +4.1% |
| Q4 2019 | $2,055,000 | -3.2% | 54,342 | -10.8% | 1.54% | -11.9% |
| Q3 2019 | $2,122,000 | -32.8% | 60,890 | -33.4% | 1.75% | -34.5% |
| Q2 2019 | $3,159,000 | +1.7% | 91,470 | -2.2% | 2.67% | -1.9% |
| Q1 2019 | $3,106,000 | +9.9% | 93,482 | -3.3% | 2.72% | -6.4% |
| Q4 2018 | $2,825,000 | +87.2% | 96,697 | +118.3% | 2.91% | +118.2% |
| Q3 2018 | $1,509,000 | +79.6% | 44,298 | +68.1% | 1.33% | +62.4% |
| Q2 2018 | $840,000 | +8.8% | 26,348 | +5.6% | 0.82% | +1.6% |
| Q1 2018 | $772,000 | +0.5% | 24,950 | +1.7% | 0.81% | +0.6% |
| Q4 2017 | $768,000 | – | 24,535 | – | 0.80% | – |
Download | ||||||
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% |