SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 459 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $212,352 | +4.0% | 3,318 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $204,157 | -2.3% | 3,318 | -28.6% | 0.01% | 0.0% |
| Q4 2022 | $208,970 | -11.5% | 4,646 | -8.1% | 0.01% | -15.4% |
| Q1 2021 | $236,000 | +6.3% | 5,055 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $222,000 | -55.7% | 5,054 | -63.4% | 0.01% | -64.9% |
| Q2 2020 | $501,000 | -91.5% | 13,818 | -92.9% | 0.04% | -92.9% |
| Q1 2020 | $5,889,000 | -20.4% | 194,669 | -0.5% | 0.52% | +7.7% |
| Q4 2019 | $7,398,000 | – | 195,611 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |