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 | $3,957,774 | +97767.8% | 78,746 | +1.5% | 0.08% | -3.7% |
| Q2 2023 | $4,044 | +8.2% | 77,601 | 0.0% | 0.08% | +2.5% |
| Q1 2023 | $3,736 | +4.7% | 77,601 | -2.2% | 0.08% | 0.0% |
| Q4 2022 | $3,569 | -99.9% | 79,354 | +2.3% | 0.08% | 0.0% |
| Q3 2022 | $3,258,000 | -5.4% | 77,592 | -0.1% | 0.08% | -1.2% |
| Q2 2022 | $3,445,000 | -16.3% | 77,684 | +0.2% | 0.08% | -4.7% |
| Q1 2022 | $4,118,000 | -4.8% | 77,500 | 0.0% | 0.08% | -4.5% |
| Q4 2021 | $4,327,000 | +6.1% | 77,500 | -4.1% | 0.09% | +2.3% |
| Q3 2021 | $4,077,000 | +0.2% | 80,800 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $4,067,000 | +7.4% | 80,800 | -0.6% | 0.09% | 0.0% |
| Q1 2021 | $3,788,000 | +6.0% | 81,264 | 0.0% | 0.09% | -2.2% |
| Q4 2020 | $3,572,000 | – | 81,264 | – | 0.09% | – |
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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% |