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 2020 | $373,000 | +6.0% | 9,473 | -2.4% | 0.45% | -1.1% |
| Q2 2020 | $352,000 | +7.3% | 9,701 | -10.4% | 0.46% | -10.2% |
| Q1 2020 | $328,000 | -27.8% | 10,831 | -9.5% | 0.51% | +30.2% |
| Q4 2019 | $454,000 | -18.6% | 11,962 | -25.0% | 0.39% | -21.0% |
| Q3 2019 | $558,000 | +7.3% | 15,940 | +6.4% | 0.50% | +8.3% |
| Q2 2019 | $520,000 | +38.7% | 14,984 | +31.9% | 0.46% | +111.6% |
| Q1 2019 | $375,000 | +30.7% | 11,357 | +14.1% | 0.22% | +12.5% |
| Q4 2018 | $287,000 | +7.5% | 9,955 | +26.5% | 0.19% | +46.6% |
| Q3 2018 | $267,000 | +30.2% | 7,872 | +23.1% | 0.13% | +26.0% |
| Q2 2018 | $205,000 | +107.1% | 6,394 | +96.7% | 0.10% | +96.2% |
| Q1 2018 | $99,000 | +230.0% | 3,250 | +242.8% | 0.05% | +231.2% |
| Q4 2017 | $30,000 | – | 948 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |