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 | $44,279 | -3.5% | 881 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $45,908 | +8.2% | 881 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $42,420 | -58.0% | 881 | -63.3% | 0.02% | -62.5% |
| Q3 2022 | $101,000 | -49.0% | 2,398 | -46.2% | 0.05% | -46.1% |
| Q2 2022 | $198,000 | -47.6% | 4,460 | -37.3% | 0.09% | -41.8% |
| Q1 2022 | $378,000 | +35.0% | 7,111 | +33.6% | 0.15% | +35.4% |
| Q4 2021 | $280,000 | -47.6% | 5,324 | -49.7% | 0.11% | -49.8% |
| Q3 2021 | $534,000 | -24.5% | 10,574 | -24.7% | 0.22% | -25.2% |
| Q2 2021 | $707,000 | -42.0% | 14,046 | -46.3% | 0.30% | -46.2% |
| Q1 2021 | $1,219,000 | -35.5% | 26,145 | -39.2% | 0.56% | -34.8% |
| Q4 2020 | $1,891,000 | -34.2% | 43,010 | -41.1% | 0.86% | -40.1% |
| Q3 2020 | $2,876,000 | +48.8% | 73,075 | +37.1% | 1.43% | +38.9% |
| Q2 2020 | $1,933,000 | – | 53,311 | – | 1.03% | – |
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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% |