SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,171,262 | +27.7% | 182,476 | +32.4% | 0.02% | +25.0% |
| Q2 2023 | $7,182,962 | +15.6% | 137,842 | +6.8% | 0.01% | +9.1% |
| Q1 2023 | $6,215,408 | +83.4% | 129,084 | +71.4% | 0.01% | +83.3% |
| Q4 2022 | $3,388,145 | +3.3% | 75,326 | -3.5% | 0.01% | 0.0% |
| Q3 2022 | $3,279,000 | +34.3% | 78,097 | +41.9% | 0.01% | +50.0% |
| Q2 2022 | $2,441,000 | +26.5% | 55,043 | +51.6% | 0.00% | +33.3% |
| Q1 2022 | $1,929,000 | +4.4% | 36,302 | +9.7% | 0.00% | 0.0% |
| Q4 2021 | $1,847,000 | +3.2% | 33,083 | -6.7% | 0.00% | 0.0% |
| Q3 2021 | $1,789,000 | -15.1% | 35,450 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $2,107,000 | +9.8% | 41,865 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $1,919,000 | -1.2% | 41,173 | -6.8% | 0.00% | -25.0% |
| Q4 2020 | $1,942,000 | +29.2% | 44,182 | +15.7% | 0.00% | +33.3% |
| Q3 2020 | $1,503,000 | +9.9% | 38,198 | +1.3% | 0.00% | 0.0% |
| Q2 2020 | $1,367,000 | -44.5% | 37,709 | -53.7% | 0.00% | -50.0% |
| Q1 2020 | $2,463,000 | -40.1% | 81,443 | -25.1% | 0.01% | -25.0% |
| Q4 2019 | $4,114,000 | – | 108,760 | – | 0.01% | – |
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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% |