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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $29,395,842 | +7.6% | 564,111 | -0.5% | 7.82% | +7.8% |
| Q1 2023 | $27,310,408 | +7.8% | 567,194 | +0.7% | 7.26% | +6.7% |
| Q4 2022 | $25,324,775 | +7.1% | 563,023 | -0.0% | 6.80% | +4.0% |
| Q3 2022 | $23,654,000 | +91.9% | 563,273 | +102.6% | 6.54% | +115.5% |
| Q2 2022 | $12,325,000 | +37.2% | 277,959 | +64.4% | 3.03% | +62.3% |
| Q1 2022 | $8,983,000 | +177.9% | 169,072 | +164.0% | 1.87% | +160.3% |
| Q3 2021 | $3,232,000 | -5.7% | 64,054 | -6.0% | 0.72% | -11.8% |
| Q2 2021 | $3,428,000 | +114166.7% | 68,120 | -1.5% | 0.81% | +40600.0% |
| Q1 2021 | $3,000 | -99.9% | 69,134 | -5.8% | 0.00% | -99.8% |
| Q4 2020 | $3,225,000 | +8.9% | 73,372 | -2.5% | 0.88% | +11.5% |
| Q3 2020 | $2,961,000 | +12.9% | 75,265 | +4.0% | 0.78% | +7.5% |
| Q2 2020 | $2,622,000 | +23.7% | 72,353 | +3.3% | 0.73% | +1.4% |
| Q1 2020 | $2,119,000 | +22.3% | 70,055 | +52.8% | 0.72% | +57.5% |
| Q4 2019 | $1,733,000 | – | 45,848 | – | 0.46% | – |
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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% |