SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 470 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,508,444 | +21.5% | 39,195 | +16.8% | 0.12% | +13.5% |
| Q1 2024 | $2,065,101 | +32.1% | 33,562 | +20.0% | 0.10% | +13.0% |
| Q4 2023 | $1,563,478 | +61.8% | 27,969 | +45.5% | 0.09% | +29.6% |
| Q3 2023 | $966,122 | +46.6% | 19,222 | +52.0% | 0.07% | +51.1% |
| Q2 2023 | $659,125 | +10.2% | 12,649 | +1.8% | 0.05% | +9.3% |
| Q1 2023 | $598,068 | +5.6% | 12,421 | -1.3% | 0.04% | -2.3% |
| Q4 2022 | $566,145 | +13.0% | 12,586 | +5.5% | 0.04% | +4.8% |
| Q3 2022 | $501,000 | -0.6% | 11,933 | +5.0% | 0.04% | +5.0% |
| Q2 2022 | $504,000 | -26.2% | 11,360 | -11.6% | 0.04% | -13.0% |
| Q1 2022 | $683,000 | -0.7% | 12,855 | +4.3% | 0.05% | +2.2% |
| Q4 2021 | $688,000 | +22.4% | 12,330 | +10.5% | 0.04% | +2.3% |
| Q2 2021 | $562,000 | +12.2% | 11,160 | +3.9% | 0.04% | -8.3% |
| Q1 2021 | $501,000 | +72.2% | 10,745 | +62.3% | 0.05% | +60.0% |
| Q4 2020 | $291,000 | – | 6,621 | – | 0.03% | – |
Download | ||||||
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% |