SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 318 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $992,123 | +18.3% | 15,502 | +13.8% | 0.38% | +17.4% |
| Q1 2024 | $838,379 | +21.4% | 13,626 | +10.3% | 0.33% | +13.1% |
| Q4 2023 | $690,791 | +17.3% | 12,358 | +5.5% | 0.29% | +4.7% |
| Q3 2023 | $589,001 | +8.3% | 11,719 | +12.3% | 0.28% | +12.1% |
| Q2 2023 | $543,958 | +19.0% | 10,439 | +9.9% | 0.25% | +11.8% |
| Q1 2023 | $457,175 | +19.2% | 9,495 | +11.3% | 0.22% | +12.2% |
| Q4 2022 | $383,644 | +18.0% | 8,529 | +10.2% | 0.20% | +8.8% |
| Q3 2022 | $325,000 | +6.6% | 7,741 | +12.5% | 0.18% | +11.7% |
| Q2 2022 | $305,000 | -13.4% | 6,879 | +3.7% | 0.16% | +0.6% |
| Q1 2022 | $352,000 | -6.9% | 6,632 | -2.0% | 0.16% | -2.4% |
| Q4 2021 | $378,000 | +11.5% | 6,769 | +0.7% | 0.16% | +0.6% |
| Q3 2021 | $339,000 | +0.3% | 6,722 | +0.0% | 0.16% | +0.6% |
| Q2 2021 | $338,000 | +10.8% | 6,721 | +2.9% | 0.16% | +3.8% |
| Q1 2021 | $305,000 | +12.1% | 6,533 | +5.4% | 0.16% | +9.8% |
| Q4 2020 | $272,000 | +13.8% | 6,196 | +1.9% | 0.14% | +3.6% |
| Q3 2020 | $239,000 | +13.3% | 6,083 | +4.3% | 0.14% | +0.7% |
| Q2 2020 | $211,000 | +3.9% | 5,834 | +8.6% | 0.14% | +20.2% |
| Q4 2019 | $203,000 | – | 5,370 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |