SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 459 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,604,094 | +6.3% | 100,252 | -4.5% | 0.15% | -9.5% |
| Q3 2023 | $5,273,944 | -14.3% | 104,933 | -11.1% | 0.17% | +0.6% |
| Q2 2023 | $6,152,039 | -52.1% | 118,059 | -55.7% | 0.17% | -50.1% |
| Q1 2023 | $12,838,015 | +557.6% | 266,625 | +514.3% | 0.34% | +26.7% |
| Q4 2022 | $1,952,113 | +91.8% | 43,400 | +126.4% | 0.27% | +112.8% |
| Q1 2022 | $1,018,000 | -11.8% | 19,170 | -16.2% | 0.12% | -29.4% |
| Q3 2021 | $1,154,000 | +343.8% | 22,879 | +342.6% | 0.18% | +247.1% |
| Q2 2021 | $260,000 | -98.8% | 5,169 | -99.0% | 0.05% | -84.6% |
| Q4 2020 | $22,417,000 | +13.4% | 509,945 | +1.5% | 0.33% | -8.5% |
| Q3 2020 | $19,764,000 | +673.5% | 502,252 | +612.6% | 0.36% | +611.8% |
| Q2 2020 | $2,555,000 | +29.1% | 70,483 | +7.7% | 0.05% | -16.4% |
| Q1 2020 | $1,979,000 | -86.1% | 65,424 | -82.6% | 0.06% | -85.9% |
| Q4 2019 | $14,259,000 | +176.6% | 377,035 | +154.9% | 0.43% | +106.7% |
| Q3 2019 | $5,155,000 | +186.7% | 147,919 | +180.3% | 0.21% | +103.9% |
| Q3 2018 | $1,798,000 | -20.5% | 52,765 | -25.6% | 0.10% | -36.8% |
| Q2 2018 | $2,262,000 | +20.2% | 70,940 | +16.6% | 0.16% | 0.0% |
| Q1 2018 | $1,882,000 | +115.8% | 60,826 | +118.5% | 0.16% | +91.8% |
| Q4 2017 | $872,000 | – | 27,843 | – | 0.08% | – |
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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% |