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 | $13,303,822 | +4.8% | 264,700 | +8.6% | 0.01% | 0.0% |
| Q2 2023 | $12,699,207 | +38.2% | 243,700 | +27.7% | 0.01% | +42.9% |
| Q1 2023 | $9,187,020 | +49.4% | 190,800 | +39.6% | 0.01% | +40.0% |
| Q4 2022 | $6,148,766 | +15.1% | 136,700 | +7.5% | 0.01% | 0.0% |
| Q3 2022 | $5,341,000 | +42.5% | 127,200 | +50.5% | 0.01% | +66.7% |
| Q2 2022 | $3,747,000 | -43.4% | 84,500 | -32.2% | 0.00% | -40.0% |
| Q1 2022 | $6,625,000 | -29.8% | 124,700 | -26.3% | 0.01% | -16.7% |
| Q4 2021 | $9,441,000 | +12.8% | 169,100 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $8,366,000 | -0.5% | 165,800 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $8,410,000 | +54.6% | 167,100 | +43.2% | 0.01% | +50.0% |
| Q1 2021 | $5,439,000 | -19.2% | 116,700 | -23.8% | 0.00% | -20.0% |
| Q4 2020 | $6,730,000 | +24.7% | 153,100 | +11.6% | 0.01% | 0.0% |
| Q3 2020 | $5,399,000 | +107.4% | 137,200 | +91.1% | 0.01% | +150.0% |
| Q2 2020 | $2,603,000 | – | 71,800 | – | 0.00% | – |
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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% |