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 | $1,693,008 | -3.6% | 33,685 | 0.0% | 0.37% | -1.9% |
| Q2 2023 | $1,755,325 | +66.5% | 33,685 | +53.8% | 0.37% | +64.0% |
| Q1 2023 | $1,054,485 | +0.6% | 21,900 | -6.1% | 0.23% | -5.8% |
| Q4 2022 | $1,048,709 | +2.7% | 23,315 | -4.1% | 0.24% | -6.9% |
| Q3 2022 | $1,021,000 | -5.3% | 24,315 | 0.0% | 0.26% | +4.0% |
| Q2 2022 | $1,078,000 | -16.6% | 24,315 | 0.0% | 0.25% | -10.4% |
| Q1 2022 | $1,292,000 | -6.6% | 24,315 | -1.9% | 0.28% | -3.1% |
| Q4 2021 | $1,384,000 | +10.6% | 24,790 | 0.0% | 0.29% | +1.1% |
| Q3 2021 | $1,251,000 | +0.2% | 24,790 | 0.0% | 0.28% | -5.3% |
| Q2 2021 | $1,248,000 | +8.9% | 24,790 | +0.9% | 0.30% | -2.6% |
| Q1 2021 | $1,146,000 | -4.1% | 24,580 | -9.6% | 0.31% | -10.2% |
| Q4 2020 | $1,195,000 | – | 27,180 | – | 0.34% | – |
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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% |