SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $132,000 | -5.0% | 2,489 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $139,000 | +13.9% | 2,489 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $122,000 | 0.0% | 2,489 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $122,000 | 0.0% | 2,489 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $122,000 | -9.6% | 2,489 | -17.5% | 0.00% | 0.0% |
| Q4 2020 | $135,000 | -14.0% | 3,016 | -24.5% | 0.00% | -33.3% |
| Q3 2020 | $157,000 | +27.6% | 3,996 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $123,000 | -33.9% | 3,996 | -33.9% | 0.00% | -50.0% |
| Q1 2020 | $186,000 | – | 6,046 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 939,709 | $52,464,000 | 35.56% |
| Peterson Wealth Advisors, LLC | 2,001,845 | $111,763,000 | 32.23% |
| Stadion Money Management, LLC | 10,166,170 | $567,577,000 | 29.65% |
| Brown Financial Advisory | 595,490 | $33,246,000 | 29.15% |
| New Perspectives, Inc | 714,239 | $39,876,000 | 28.21% |
| AFFINIA FINANCIAL GROUP, LLC | 772,947 | $41,484,000 | 26.97% |
| Clear Perspective Advisors, LLC | 1,011,305 | $56,461,000 | 17.14% |
| West Wealth Group, LLC | 773,161 | $43,165,000 | 16.24% |
| CCG WEALTH MANAGEMENT, LLC | 554,249 | $30,944,000 | 16.13% |
| Lloyd Advisory Services, LLC. | 614,688 | $34,318,000 | 15.82% |