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 | $2,869,846 | +9.0% | 57,100 | +13.0% | 0.28% | +11.6% |
| Q2 2023 | $2,632,441 | +7.9% | 50,517 | -0.3% | 0.25% | -1.6% |
| Q1 2023 | $2,438,894 | +0.5% | 50,652 | -6.2% | 0.26% | -3.4% |
| Q4 2022 | $2,427,661 | -4.2% | 53,972 | -10.6% | 0.26% | -6.0% |
| Q3 2022 | $2,535,000 | +38.6% | 60,365 | +46.4% | 0.28% | +47.9% |
| Q2 2022 | $1,829,000 | -20.8% | 41,242 | -5.1% | 0.19% | -8.2% |
| Q1 2022 | $2,310,000 | +57.0% | 43,471 | +65.0% | 0.21% | +59.2% |
| Q4 2021 | $1,471,000 | +2.2% | 26,353 | -1.8% | 0.13% | +0.8% |
| Q3 2021 | $1,440,000 | +49.1% | 26,842 | +29.7% | 0.13% | +11.2% |
| Q1 2021 | $966,000 | +17.9% | 20,702 | +11.2% | 0.12% | +7.4% |
| Q4 2020 | $819,000 | +27.8% | 18,625 | +14.3% | 0.11% | -7.7% |
| Q3 2020 | $641,000 | -3.3% | 16,293 | -10.9% | 0.12% | -45.8% |
| Q2 2020 | $663,000 | +144.6% | 18,283 | +104.0% | 0.22% | +166.7% |
| Q1 2020 | $271,000 | +20.4% | 8,963 | +50.6% | 0.08% | +32.8% |
| Q4 2019 | $225,000 | – | 5,952 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |