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 | $40,938,108 | -2.9% | 814,527 | +0.6% | 1.70% | -4.0% |
| Q2 2023 | $42,172,552 | +58.4% | 809,289 | +46.4% | 1.77% | +42.4% |
| Q1 2023 | $26,621,324 | -4.4% | 552,873 | -10.7% | 1.24% | -12.8% |
| Q4 2022 | $27,850,575 | +4.3% | 619,174 | -2.7% | 1.42% | -4.9% |
| Q3 2022 | $26,710,000 | -21.0% | 636,097 | -16.6% | 1.50% | -19.5% |
| Q2 2022 | $33,803,000 | -15.6% | 762,377 | +1.1% | 1.86% | -20.5% |
| Q1 2022 | $40,073,000 | +7.1% | 753,989 | +12.4% | 2.34% | +1.0% |
| Q4 2021 | $37,425,000 | +17.4% | 670,846 | +6.2% | 2.31% | +5.3% |
| Q3 2021 | $31,873,000 | +7.0% | 631,656 | +6.6% | 2.20% | -0.3% |
| Q2 2021 | $29,799,000 | +18.6% | 592,495 | +9.9% | 2.20% | -8.9% |
| Q1 2021 | $25,132,000 | +15.4% | 539,182 | +8.8% | 2.42% | +7.3% |
| Q4 2020 | $21,782,000 | +14.5% | 495,492 | +2.5% | 2.25% | -3.5% |
| Q3 2020 | $19,025,000 | +20.2% | 483,484 | +10.7% | 2.34% | -9.9% |
| Q2 2020 | $15,832,000 | +113.0% | 436,766 | +77.7% | 2.59% | +31.6% |
| Q1 2020 | $7,434,000 | – | 245,737 | – | 1.97% | – |
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% |