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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |