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 | $2,467,414 | +231.3% | 49,093 | +243.5% | 0.17% | +213.2% |
Q2 2023 | $744,808 | +6.2% | 14,293 | -1.9% | 0.05% | -1.9% |
Q1 2023 | $701,449 | +3.8% | 14,568 | -3.1% | 0.05% | -18.2% |
Q4 2022 | $676,049 | +1.2% | 15,030 | -5.6% | 0.07% | -5.7% |
Q3 2022 | $668,000 | -6.2% | 15,915 | -0.9% | 0.07% | +4.5% |
Q2 2022 | $712,000 | -21.5% | 16,062 | -5.9% | 0.07% | -11.8% |
Q1 2022 | $907,000 | -4.8% | 17,073 | 0.0% | 0.08% | -5.0% |
Q4 2021 | $953,000 | +10.7% | 17,073 | 0.0% | 0.08% | -17.5% |
Q3 2021 | $861,000 | +0.2% | 17,073 | 0.0% | 0.10% | -5.8% |
Q2 2021 | $859,000 | +8.1% | 17,073 | 0.0% | 0.10% | -18.9% |
Q1 2021 | $795,000 | +6.0% | 17,073 | 0.0% | 0.13% | -19.1% |
Q4 2020 | $750,000 | -17.0% | 17,073 | -25.8% | 0.16% | -29.3% |
Q3 2020 | $904,000 | – | 22,997 | – | 0.22% | – |
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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% |