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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $416,000 | -52.3% | 7,831 | -49.9% | 0.08% | -45.3% |
| Q4 2021 | $872,000 | -48.8% | 15,618 | -53.7% | 0.15% | -59.6% |
| Q3 2021 | $1,704,000 | -10.8% | 33,767 | -11.1% | 0.37% | -11.9% |
| Q2 2021 | $1,911,000 | +232.3% | 37,968 | +207.5% | 0.42% | +121.6% |
| Q1 2021 | $575,000 | +8.3% | 12,348 | +2.2% | 0.19% | +23.4% |
| Q4 2020 | $531,000 | +1.1% | 12,079 | -9.4% | 0.15% | -12.0% |
| Q3 2020 | $525,000 | +34.6% | 13,336 | +3.4% | 0.18% | +1.7% |
| Q1 2020 | $390,000 | -19.4% | 12,893 | -7.2% | 0.17% | +7.5% |
| Q3 2019 | $484,000 | +61.9% | 13,892 | +60.3% | 0.16% | +68.4% |
| Q2 2019 | $299,000 | +8.3% | 8,665 | +4.2% | 0.10% | +3.3% |
| Q1 2019 | $276,000 | – | 8,317 | – | 0.09% | – |
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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% |