SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,608,000 | -5.2% | 85,925 | +0.1% | 0.26% | -5.1% |
| Q2 2022 | $3,807,000 | -18.0% | 85,870 | -1.7% | 0.27% | -1.1% |
| Q1 2022 | $4,643,000 | -4.1% | 87,389 | +0.7% | 0.28% | +3.4% |
| Q4 2021 | $4,843,000 | -74.2% | 86,747 | -76.7% | 0.27% | -77.0% |
| Q3 2021 | $18,781,000 | -2.2% | 372,198 | -2.5% | 1.16% | +0.5% |
| Q2 2021 | $19,205,000 | +10.3% | 381,579 | +2.1% | 1.16% | +1.5% |
| Q1 2021 | $17,415,000 | +11.3% | 373,640 | +5.0% | 1.14% | +2.7% |
| Q4 2020 | $15,649,000 | +12.2% | 355,983 | +0.4% | 1.11% | -1.9% |
| Q3 2020 | $13,947,000 | +4.9% | 354,445 | -3.4% | 1.13% | -13.9% |
| Q2 2020 | $13,297,000 | +59.4% | 366,813 | +33.0% | 1.31% | +37.3% |
| Q1 2020 | $8,344,000 | – | 275,841 | – | 0.96% | – |
Download | ||||||
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% |