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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $60,000 | -15.5% | 1,348 | +0.4% | 0.04% | -4.8% |
| Q1 2022 | $71,000 | -10.1% | 1,343 | -5.0% | 0.04% | -4.5% |
| Q4 2021 | $79,000 | +558.3% | 1,414 | +504.3% | 0.04% | +528.6% |
| Q3 2021 | $12,000 | 0.0% | 234 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 229 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 229 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $10,000 | +11.1% | 229 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 229 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | +60.0% | 226 | +51.7% | 0.01% | +50.0% |
| Q1 2020 | $5,000 | – | 149 | – | 0.00% | – |
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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% |