SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,520,089 | +175.5% | 30,244 | +185.6% | 0.06% | +185.0% |
| Q2 2023 | $551,790 | -25.6% | 10,588 | -31.2% | 0.02% | -20.0% |
| Q1 2023 | $741,189 | +4.9% | 15,393 | -2.0% | 0.02% | 0.0% |
| Q4 2022 | $706,347 | +10.7% | 15,703 | +3.4% | 0.02% | +4.2% |
| Q3 2022 | $638,000 | -79.0% | 15,186 | -77.9% | 0.02% | -77.4% |
| Q2 2022 | $3,044,000 | -14.2% | 68,650 | +2.9% | 0.11% | 0.0% |
| Q1 2022 | $3,546,000 | +544.7% | 66,736 | +577.2% | 0.11% | +606.7% |
| Q4 2021 | $550,000 | +24.7% | 9,855 | +12.9% | 0.02% | +15.4% |
| Q3 2021 | $441,000 | -12.2% | 8,731 | -12.5% | 0.01% | -13.3% |
| Q2 2021 | $502,000 | +19.0% | 9,983 | +10.2% | 0.02% | +15.4% |
| Q1 2021 | $422,000 | +30.7% | 9,061 | +23.4% | 0.01% | +18.2% |
| Q4 2020 | $323,000 | +39.2% | 7,345 | +24.5% | 0.01% | +22.2% |
| Q3 2020 | $232,000 | +8.4% | 5,899 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $214,000 | – | 5,895 | – | 0.01% | – |
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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% |