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 | $18,786 | +25.7% | 372,771 | +28.5% | 0.04% | +32.4% |
| Q2 2023 | $14,947 | +10.6% | 290,106 | +2.0% | 0.03% | +3.0% |
| Q1 2023 | $13,515 | +28.5% | 284,540 | +22.0% | 0.03% | +22.2% |
| Q4 2022 | $10,516 | -99.9% | 233,277 | -16.3% | 0.03% | -18.2% |
| Q3 2022 | $11,885,000 | -35.4% | 278,602 | -32.9% | 0.03% | -32.7% |
| Q2 2022 | $18,411,000 | -47.2% | 415,225 | -36.7% | 0.05% | -27.9% |
| Q1 2022 | $34,843,000 | -23.2% | 655,812 | -27.2% | 0.07% | -22.7% |
| Q4 2021 | $45,370,000 | +18.1% | 901,454 | +18.4% | 0.09% | +12.8% |
| Q3 2021 | $38,412,000 | -15.3% | 761,232 | -15.6% | 0.08% | -15.2% |
| Q2 2021 | $45,370,000 | +23.8% | 901,454 | +14.6% | 0.09% | +13.6% |
| Q1 2021 | $36,660,000 | +2603.5% | 786,537 | +2450.0% | 0.08% | +2600.0% |
| Q4 2020 | $1,356,000 | +13.3% | 30,845 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $1,197,000 | -9.5% | 30,424 | -30.4% | 0.00% | -25.0% |
| Q2 2020 | $1,322,000 | 0.0% | 43,689 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $1,322,000 | -13.9% | 43,689 | +7.6% | 0.01% | +25.0% |
| Q4 2019 | $1,536,000 | – | 40,612 | – | 0.00% | – |
Download | ||||||
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% |