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 | $577,990 | -3.6% | 11,500 | 0.0% | 0.36% | +65.6% |
| Q2 2023 | $599,265 | +8.2% | 11,500 | 0.0% | 0.22% | +7.5% |
| Q1 2023 | $553,725 | +7.0% | 11,500 | 0.0% | 0.20% | +8.7% |
| Q4 2022 | $517,270 | +7.1% | 11,500 | 0.0% | 0.18% | +62.8% |
| Q3 2022 | $483,000 | -22.5% | 11,500 | -18.1% | 0.11% | -16.3% |
| Q2 2022 | $623,000 | -16.5% | 14,050 | 0.0% | 0.14% | +17.4% |
| Q1 2022 | $746,000 | -4.8% | 14,050 | 0.0% | 0.12% | +2.7% |
| Q4 2021 | $784,000 | +10.6% | 14,050 | 0.0% | 0.11% | +3.7% |
| Q3 2021 | $709,000 | +0.3% | 14,050 | 0.0% | 0.11% | +1.9% |
| Q2 2021 | $707,000 | +7.9% | 14,050 | 0.0% | 0.11% | +10.4% |
| Q1 2021 | $655,000 | – | 14,050 | – | 0.10% | – |
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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% |