SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,707,864 | +46.1% | 33,981 | +51.5% | 0.21% | +51.1% |
| Q2 2023 | $1,169,130 | +43.8% | 22,436 | +32.9% | 0.14% | +35.6% |
| Q1 2023 | $812,772 | +8.8% | 16,880 | +1.6% | 0.10% | +6.3% |
| Q4 2022 | $747,163 | +13.6% | 16,611 | +6.1% | 0.10% | +4.4% |
| Q3 2022 | $658,000 | +9.3% | 15,660 | +15.3% | 0.09% | +16.7% |
| Q2 2022 | $602,000 | -14.0% | 13,580 | +3.0% | 0.08% | -3.7% |
| Q1 2022 | $700,000 | -2.2% | 13,180 | +2.8% | 0.08% | -2.4% |
| Q4 2021 | $716,000 | +10.7% | 12,825 | 0.0% | 0.08% | -2.4% |
| Q3 2021 | $647,000 | +8.7% | 12,825 | +8.5% | 0.08% | +2.4% |
| Q2 2021 | $595,000 | +9.8% | 11,825 | +1.7% | 0.08% | +1.2% |
| Q1 2021 | $542,000 | +6.1% | 11,625 | 0.0% | 0.08% | -4.7% |
| Q4 2020 | $511,000 | +14.8% | 11,625 | +2.8% | 0.09% | -1.1% |
| Q3 2020 | $445,000 | +13.5% | 11,305 | +4.6% | 0.09% | +3.6% |
| Q2 2020 | $392,000 | +41.0% | 10,805 | +17.8% | 0.08% | +15.1% |
| Q1 2020 | $278,000 | -25.3% | 9,175 | -6.6% | 0.07% | -6.4% |
| Q4 2019 | $372,000 | +12.0% | 9,825 | +3.1% | 0.08% | 0.0% |
| Q3 2019 | $332,000 | +2.2% | 9,525 | +1.3% | 0.08% | -1.3% |
| Q2 2019 | $325,000 | +6.6% | 9,405 | +2.5% | 0.08% | +1.3% |
| Q1 2019 | $305,000 | – | 9,175 | – | 0.08% | – |
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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% |