SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,208,278 | -6.5% | 203,111 | -3.1% | 1.82% | -6.0% |
| Q2 2023 | $10,918,240 | +10.9% | 209,522 | +2.4% | 1.94% | +1.1% |
| Q1 2023 | $9,848,934 | +9.1% | 204,548 | +1.9% | 1.92% | 0.0% |
| Q4 2022 | $9,031,569 | +12.3% | 200,791 | +4.8% | 1.92% | -0.1% |
| Q3 2022 | $8,041,000 | -1.1% | 191,505 | +4.5% | 1.92% | -0.9% |
| Q2 2022 | $8,127,000 | -12.0% | 183,284 | +5.5% | 1.94% | +4.5% |
| Q1 2022 | $9,233,000 | +4.7% | 173,784 | +10.0% | 1.85% | +4.9% |
| Q4 2021 | $8,817,000 | +18.9% | 157,926 | +7.5% | 1.76% | -23.1% |
| Q3 2021 | $7,415,000 | +11.3% | 146,973 | +11.0% | 2.29% | +16.7% |
| Q2 2021 | $6,665,000 | +41.9% | 132,429 | +31.4% | 1.97% | +14.6% |
| Q1 2021 | $4,697,000 | +16.1% | 100,780 | +9.5% | 1.72% | +8.1% |
| Q4 2020 | $4,044,000 | +40.4% | 92,014 | +25.7% | 1.59% | +5.2% |
| Q3 2020 | $2,880,000 | +24.2% | 73,195 | +14.5% | 1.51% | -6.6% |
| Q2 2020 | $2,318,000 | +29.1% | 63,939 | +7.8% | 1.62% | -9.1% |
| Q1 2020 | $1,795,000 | +3.2% | 59,338 | +29.0% | 1.78% | +21.6% |
| Q4 2019 | $1,740,000 | – | 46,003 | – | 1.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |