SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 21 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,533,179 | +12.9% | 39,384 | +8.2% | 0.00% | 0.0% |
| Q1 2024 | $2,242,894 | +5.5% | 36,387 | -4.0% | 0.00% | 0.0% |
| Q4 2023 | $2,126,330 | +6.8% | 37,916 | -0.0% | 0.00% | 0.0% |
| Q3 2023 | $1,991,326 | +17.1% | 37,930 | +16.4% | 0.00% | 0.0% |
| Q2 2023 | $1,700,833 | +10.7% | 32,583 | +2.1% | 0.00% | 0.0% |
| Q1 2023 | $1,536,304 | +17.2% | 31,900 | +9.7% | 0.00% | 0.0% |
| Q4 2022 | $1,310,816 | +2.2% | 29,084 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $1,283,000 | +10.2% | 28,166 | +13.1% | 0.00% | 0.0% |
| Q2 2022 | $1,164,000 | -13.0% | 24,906 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,338,000 | -47.0% | 24,800 | -45.0% | 0.00% | 0.0% |
| Q4 2021 | $2,525,000 | -6.3% | 45,076 | -14.4% | 0.00% | 0.0% |
| Q3 2021 | $2,694,000 | +22.1% | 52,641 | +19.9% | 0.00% | 0.0% |
| Q2 2021 | $2,207,000 | +7.9% | 43,887 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $2,045,000 | -33.9% | 42,570 | -38.7% | 0.00% | -50.0% |
| Q4 2020 | $3,093,000 | +131.9% | 69,456 | +104.9% | 0.00% | +100.0% |
| Q3 2020 | $1,334,000 | +133300.0% | 33,898 | +102621.2% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 33 | -17.5% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 40 | +300.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | – | 10 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |