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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $30,928 | -99.9% | 687,598 | -8.2% | 21.50% | -6.4% |
| Q3 2022 | $31,460,000 | +0.3% | 749,223 | +5.9% | 22.97% | -6.0% |
| Q2 2022 | $31,377,000 | -12.6% | 707,677 | +4.7% | 24.43% | +46.1% |
| Q1 2022 | $35,908,000 | +4.6% | 675,996 | +10.0% | 16.73% | +5.8% |
| Q4 2021 | $34,318,000 | +12.0% | 614,688 | +1.2% | 15.82% | +0.4% |
| Q3 2021 | $30,635,000 | -2.6% | 607,113 | -2.8% | 15.76% | -0.8% |
| Q2 2021 | $31,449,000 | +8.3% | 624,763 | +0.3% | 15.89% | +0.7% |
| Q1 2021 | $29,027,000 | +4245.4% | 622,592 | +3996.0% | 15.78% | +4224.4% |
| Q4 2020 | $668,000 | +6.7% | 15,200 | -4.4% | 0.36% | -3.9% |
| Q3 2020 | $626,000 | +943.3% | 15,907 | +904.2% | 0.38% | +590.9% |
| Q4 2019 | $60,000 | – | 1,584 | – | 0.06% | – |
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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% |