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 2021 | $312,000 | +6.5% | 5,589 | -3.8% | 0.05% | -4.2% |
| Q3 2021 | $293,000 | +0.3% | 5,811 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $292,000 | +6.6% | 5,811 | -1.0% | 0.05% | -5.8% |
| Q1 2021 | $274,000 | -14.4% | 5,871 | -19.4% | 0.05% | -20.0% |
| Q4 2020 | $320,000 | +11.5% | 7,286 | -0.1% | 0.06% | -4.4% |
| Q3 2020 | $287,000 | +2.5% | 7,291 | -5.6% | 0.07% | -6.8% |
| Q2 2020 | $280,000 | – | 7,723 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |