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 | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |