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 | $300,000 | +28.8% | 5,570 | +34.0% | 0.22% | +2687.5% |
| Q4 2021 | $233,000 | +21.4% | 4,157 | +9.1% | 0.01% | -95.9% |
| Q3 2021 | $192,000 | +12.3% | 3,811 | +12.5% | 0.20% | +37.8% |
| Q2 2021 | $171,000 | -6.0% | 3,389 | -13.0% | 0.14% | -21.9% |
| Q1 2021 | $182,000 | -8.1% | 3,896 | -13.7% | 0.18% | +15.1% |
| Q4 2020 | $198,000 | +260.0% | 4,512 | +225.5% | 0.16% | +144.6% |
| Q3 2020 | $55,000 | +10.0% | 1,386 | 0.0% | 0.06% | +3.2% |
| Q2 2020 | $50,000 | -25.4% | 1,386 | -37.5% | 0.06% | -20.3% |
| Q1 2020 | $67,000 | -73.0% | 2,217 | -66.3% | 0.08% | -76.1% |
| Q4 2019 | $248,000 | – | 6,569 | – | 0.33% | – |
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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% |