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 | $57,566,851 | +7.6% | 1,145,381 | +11.6% | 0.36% | -2.4% |
| Q2 2023 | $53,490,930 | +30.7% | 1,026,500 | +20.7% | 0.37% | +23.2% |
| Q1 2023 | $40,940,986 | +10.7% | 850,280 | +3.4% | 0.30% | +0.7% |
| Q4 2022 | $36,972,771 | +237.7% | 821,982 | +215.3% | 0.30% | +120.6% |
| Q3 2022 | $10,947,000 | +1.2% | 260,705 | +6.9% | 0.14% | -2.2% |
| Q2 2022 | $10,817,000 | +3.4% | 243,944 | +23.9% | 0.14% | +9.4% |
| Q1 2022 | $10,457,000 | -46.8% | 196,817 | -44.1% | 0.13% | -47.3% |
| Q4 2021 | $19,655,000 | +23.1% | 352,046 | +11.3% | 0.24% | +11.6% |
| Q3 2021 | $15,961,000 | +8.7% | 316,304 | +8.5% | 0.22% | +4.3% |
| Q2 2021 | $14,679,000 | +6572.3% | 291,655 | +6077.8% | 0.21% | +4040.0% |
| Q1 2021 | $220,000 | +1000.0% | 4,721 | +774.3% | 0.01% | +400.0% |
| Q2 2020 | $20,000 | – | 540 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |