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 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 ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |