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 | $2,226,518 | -14.7% | 44,300 | -11.5% | 0.02% | -38.5% |
| Q2 2023 | $2,609,460 | +614.5% | 50,076 | +560.2% | 0.04% | +457.1% |
| Q1 2023 | $365,218 | -65.8% | 7,585 | -68.1% | 0.01% | -78.1% |
| Q4 2022 | $1,069,085 | -38.5% | 23,768 | -42.6% | 0.03% | -39.6% |
| Q3 2022 | $1,739,000 | +154.6% | 41,412 | +205.7% | 0.05% | +165.0% |
| Q3 2021 | $683,000 | +31.3% | 13,545 | +31.2% | 0.02% | +25.0% |
| Q2 2021 | $520,000 | +5.3% | 10,323 | -2.5% | 0.02% | -40.7% |
| Q1 2021 | $494,000 | -64.2% | 10,588 | -66.2% | 0.03% | -18.2% |
| Q4 2020 | $1,379,000 | +17.5% | 31,371 | +5.2% | 0.03% | +37.5% |
| Q3 2020 | $1,174,000 | – | 29,824 | – | 0.02% | – |
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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% |