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 | $9,248,399 | -2.3% | 184,011 | +1.3% | 1.48% | -1.6% |
| Q2 2023 | $9,469,293 | +81.2% | 181,717 | +67.5% | 1.51% | +69.8% |
| Q1 2023 | $5,224,545 | -37.5% | 108,506 | -41.6% | 0.89% | -41.2% |
| Q4 2022 | $8,357,986 | +51.3% | 185,816 | +41.2% | 1.51% | +54.8% |
| Q3 2022 | $5,524,000 | +6.8% | 131,566 | +12.8% | 0.97% | +3.6% |
| Q2 2022 | $5,170,000 | -32.2% | 116,610 | -25.9% | 0.94% | -35.1% |
| Q1 2022 | $7,629,000 | +2.1% | 157,461 | +17.6% | 1.45% | -13.9% |
| Q4 2021 | $7,474,000 | +32.6% | 133,870 | +19.9% | 1.68% | +11.3% |
| Q3 2021 | $5,635,000 | +28.0% | 111,668 | +27.7% | 1.51% | +10.4% |
| Q2 2021 | $4,401,000 | +10.9% | 87,449 | +7.8% | 1.37% | -17.2% |
| Q1 2021 | $3,968,000 | +1.1% | 81,137 | -9.1% | 1.65% | -7.4% |
| Q4 2020 | $3,923,000 | +3.3% | 89,244 | -7.0% | 1.78% | -14.1% |
| Q3 2020 | $3,798,000 | +2.1% | 95,932 | -5.9% | 2.08% | -10.9% |
| Q2 2020 | $3,719,000 | -29.9% | 101,910 | -44.5% | 2.33% | -34.7% |
| Q1 2020 | $5,304,000 | -21.7% | 183,466 | +2.5% | 3.57% | -9.2% |
| Q4 2019 | $6,772,000 | +17.9% | 179,048 | +7.3% | 3.94% | +2.4% |
| Q3 2019 | $5,742,000 | +4.5% | 166,930 | +5.8% | 3.84% | +1.9% |
| Q2 2019 | $5,493,000 | +41.6% | 157,799 | +36.8% | 3.77% | +30.1% |
| Q1 2019 | $3,879,000 | -40.9% | 115,367 | -48.6% | 2.90% | -39.9% |
| Q4 2018 | $6,561,000 | -19.8% | 224,631 | -6.1% | 4.82% | -11.4% |
| Q3 2018 | $8,180,000 | +29.0% | 239,250 | +20.3% | 5.44% | +17.1% |
| Q2 2018 | $6,340,000 | +43.2% | 198,866 | +39.0% | 4.64% | +25.3% |
| Q1 2018 | $4,427,000 | +621.0% | 143,081 | +629.6% | 3.71% | +686.8% |
| Q4 2017 | $614,000 | – | 19,610 | – | 0.47% | – |
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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% |