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 | $254,359 | -5.7% | 5,061 | -2.2% | 0.07% | -15.9% |
| Q2 2023 | $269,620 | +9.0% | 5,174 | +0.7% | 0.09% | +15.8% |
| Q1 2023 | $247,379 | +7.3% | 5,138 | +0.2% | 0.08% | +13.4% |
| Q4 2022 | $230,567 | +7.2% | 5,126 | -0.1% | 0.07% | +4.7% |
| Q3 2022 | $215,000 | -4.4% | 5,130 | +1.3% | 0.06% | +1.6% |
| Q2 2022 | $225,000 | -95.5% | 5,066 | -94.6% | 0.06% | -94.9% |
| Q1 2022 | $4,957,000 | -21.6% | 93,180 | -17.2% | 1.25% | -33.6% |
| Q4 2021 | $6,322,000 | +10.7% | 112,518 | -0.6% | 1.88% | -3.0% |
| Q3 2021 | $5,710,000 | +1.4% | 113,159 | +1.1% | 1.93% | +2.5% |
| Q2 2021 | $5,633,000 | +14.4% | 111,927 | +6.0% | 1.89% | -5.7% |
| Q1 2021 | $4,923,000 | +2.3% | 105,617 | -3.5% | 2.00% | -1.3% |
| Q4 2020 | $4,810,000 | – | 109,410 | – | 2.03% | – |
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% |