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 | $859,739 | -7.9% | 17,106 | -4.5% | 0.48% | -2.3% |
| Q2 2023 | $933,072 | +7.6% | 17,907 | -0.6% | 0.49% | +4.1% |
| Q1 2023 | $867,031 | -2.4% | 18,008 | -8.8% | 0.47% | -10.0% |
| Q4 2022 | $887,989 | +15.8% | 19,743 | +7.8% | 0.52% | +4.6% |
| Q3 2022 | $767,000 | -20.9% | 18,306 | -14.8% | 0.50% | -17.8% |
| Q2 2022 | $970,000 | -9.4% | 21,479 | +6.5% | 0.61% | -13.3% |
| Q1 2022 | $1,071,000 | +3.4% | 20,168 | +2.9% | 0.70% | -6.9% |
| Q4 2021 | $1,036,000 | -4.9% | 19,601 | -9.2% | 0.75% | -1.2% |
| Q3 2021 | $1,089,000 | +9.9% | 21,582 | +9.6% | 0.76% | +8.4% |
| Q2 2021 | $991,000 | +21.0% | 19,685 | +12.0% | 0.70% | +5.1% |
| Q1 2021 | $819,000 | +23.5% | 17,573 | +16.6% | 0.67% | +26.8% |
| Q4 2020 | $663,000 | – | 15,076 | – | 0.53% | – |
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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% |