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 | $3,228,862 | +27.8% | 64,243 | +32.5% | 1.78% | +23.0% |
| Q2 2023 | $2,525,869 | +13.0% | 48,472 | +4.4% | 1.45% | +2.0% |
| Q1 2023 | $2,235,916 | +21.1% | 46,436 | +13.2% | 1.42% | +7.5% |
| Q4 2022 | $1,845,675 | +8.8% | 41,033 | +1.6% | 1.32% | +9.3% |
| Q3 2022 | $1,697,000 | +2.5% | 40,404 | +8.3% | 1.21% | +28.6% |
| Q2 2022 | $1,655,000 | -19.4% | 37,318 | -3.5% | 0.94% | -4.1% |
| Q1 2022 | $2,054,000 | +27.8% | 38,666 | +34.3% | 0.98% | +32.2% |
| Q4 2021 | $1,607,000 | +29.7% | 28,792 | +17.3% | 0.74% | +15.2% |
| Q3 2021 | $1,239,000 | +2.7% | 24,549 | +2.4% | 0.64% | -0.8% |
| Q2 2021 | $1,207,000 | +16.4% | 23,973 | +7.8% | 0.65% | +9.4% |
| Q1 2021 | $1,037,000 | +7.1% | 22,247 | +1.0% | 0.59% | -5.7% |
| Q4 2020 | $968,000 | +83.0% | 22,022 | +63.6% | 0.63% | +36.7% |
| Q3 2020 | $529,000 | +98.9% | 13,461 | +82.8% | 0.46% | +59.2% |
| Q2 2020 | $266,000 | +17.7% | 7,364 | -1.6% | 0.29% | +0.3% |
| Q1 2020 | $226,000 | -3.4% | 7,486 | +20.7% | 0.29% | +44.0% |
| Q4 2019 | $234,000 | – | 6,202 | – | 0.20% | – |
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% |