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 | $7,084,916 | +1.1% | 140,965 | +4.8% | 3.88% | +2.6% |
| Q2 2023 | $7,007,572 | +20.0% | 134,477 | +10.9% | 3.78% | +13.2% |
| Q1 2023 | $5,840,369 | +25.0% | 121,295 | +19.6% | 3.34% | +23.5% |
| Q4 2022 | $4,671,834 | +15.1% | 101,451 | +5.0% | 2.70% | +7.8% |
| Q3 2022 | $4,059,000 | -24.1% | 96,663 | -19.9% | 2.50% | -23.1% |
| Q2 2022 | $5,349,000 | -12.9% | 120,635 | +1.2% | 3.26% | -7.3% |
| Q1 2022 | $6,141,000 | -18.5% | 119,212 | -11.7% | 3.52% | -14.8% |
| Q4 2021 | $7,536,000 | -3.3% | 134,983 | -7.9% | 4.13% | -3.5% |
| Q3 2021 | $7,792,000 | +11.4% | 146,493 | +8.1% | 4.28% | +7.0% |
| Q2 2021 | $6,997,000 | +25.5% | 135,554 | +18.9% | 4.00% | +21.8% |
| Q1 2021 | $5,574,000 | +10.4% | 113,984 | +0.6% | 3.28% | +3.7% |
| Q4 2020 | $5,048,000 | +23.3% | 113,308 | +7.5% | 3.17% | +10.4% |
| Q3 2020 | $4,093,000 | +113.2% | 105,433 | +115.8% | 2.87% | +110.3% |
| Q2 2020 | $1,920,000 | +293.4% | 48,860 | +233.7% | 1.36% | +246.2% |
| Q1 2020 | $488,000 | -95.3% | 14,641 | -94.7% | 0.39% | -94.8% |
| Q4 2019 | $10,484,000 | +107.5% | 275,757 | +90.0% | 7.53% | +82.9% |
| Q3 2019 | $5,052,000 | -8.0% | 145,165 | -8.7% | 4.12% | -11.4% |
| Q2 2019 | $5,492,000 | +22.7% | 158,996 | +18.0% | 4.64% | +18.8% |
| Q1 2019 | $4,477,000 | +10.9% | 134,725 | -2.5% | 3.91% | -7.4% |
| Q4 2018 | $4,037,000 | – | 138,189 | – | 4.22% | – |
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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% |