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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,787,321 | +3.4% | 294,216 | +7.2% | 1.82% | +7.1% |
| Q2 2023 | $14,301,841 | +6.4% | 274,455 | -1.7% | 1.70% | +1.0% |
| Q1 2023 | $13,437,953 | +24.3% | 279,085 | +8.4% | 1.68% | +7.6% |
| Q3 2022 | $10,815,000 | -1.5% | 257,571 | +6.0% | 1.56% | +6.5% |
| Q2 2022 | $10,981,000 | -12.8% | 243,099 | -2.8% | 1.46% | -5.2% |
| Q1 2022 | $12,592,000 | -6.1% | 250,189 | +4.1% | 1.55% | +1.0% |
| Q4 2021 | $13,414,000 | +15.8% | 240,272 | +4.7% | 1.53% | -1.9% |
| Q3 2021 | $11,584,000 | -0.0% | 229,566 | +2.7% | 1.56% | -8.2% |
| Q2 2021 | $11,587,000 | +18.4% | 223,557 | +6.5% | 1.70% | +7.2% |
| Q1 2021 | $9,788,000 | +3.8% | 209,995 | +0.5% | 1.58% | -2.3% |
| Q4 2020 | $9,429,000 | +20.3% | 208,875 | +4.8% | 1.62% | +2.5% |
| Q3 2020 | $7,840,000 | +11.9% | 199,244 | +3.0% | 1.58% | -6.7% |
| Q2 2020 | $7,009,000 | +35.2% | 193,361 | +12.8% | 1.70% | +39.5% |
| Q1 2020 | $5,186,000 | – | 171,467 | – | 1.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |