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 | $940,114 | -3.6% | 18,705 | -0.0% | 0.22% | -1.4% |
| Q2 2023 | $974,978 | +6.9% | 18,710 | -1.2% | 0.22% | +1.9% |
| Q1 2023 | $911,768 | +13.6% | 18,936 | +5.7% | 0.21% | -23.8% |
| Q4 2022 | $802,286 | +3.4% | 17,916 | -3.1% | 0.28% | -7.9% |
| Q3 2022 | $776,000 | -11.0% | 18,489 | +3.3% | 0.30% | +3.0% |
| Q2 2022 | $872,000 | -13.7% | 17,901 | -5.8% | 0.30% | -2.3% |
| Q1 2022 | $1,010,000 | +3.8% | 19,002 | +9.0% | 0.30% | +5.6% |
| Q4 2021 | $973,000 | +2.1% | 17,428 | +0.4% | 0.29% | +0.7% |
| Q3 2021 | $953,000 | +29.1% | 17,352 | +20.9% | 0.28% | +23.4% |
| Q2 2021 | $738,000 | +36.9% | 14,352 | +30.6% | 0.23% | +35.1% |
| Q1 2021 | $539,000 | +12.3% | 10,988 | +0.6% | 0.17% | -6.0% |
| Q4 2020 | $480,000 | – | 10,927 | – | 0.18% | – |
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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% |