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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $156,185 | +11.2% | 2,794 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $140,426 | -3.6% | 2,794 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $145,595 | +561.8% | 2,794 | +502.2% | 0.01% | +400.0% |
| Q1 2021 | $22,000 | +10.0% | 464 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +11.1% | 464 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 464 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +21.4% | 464 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | – | 464 | – | 0.00% | – |
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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% |