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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $560,803 | +10.7% | 10,032 | -0.4% | 0.01% | 0.0% |
| Q3 2023 | $506,442 | +4.7% | 10,076 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $483,503 | +99386.2% | 10,042 | -7.0% | 0.01% | -6.7% |
| Q4 2022 | $486 | -99.8% | 10,798 | +63.9% | 0.02% | +66.7% |
| Q3 2022 | $277,000 | -5.1% | 6,588 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $292,000 | -16.6% | 6,588 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $350,000 | -4.9% | 6,588 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $368,000 | +10.8% | 6,588 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $332,000 | 0.0% | 6,588 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $332,000 | +7.8% | 6,588 | -0.3% | 0.01% | -8.3% |
| Q1 2021 | $308,000 | +6.2% | 6,608 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $290,000 | +20.3% | 6,588 | +7.5% | 0.01% | 0.0% |
| Q3 2020 | $241,000 | +8.6% | 6,130 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $222,000 | -4.3% | 6,130 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $232,000 | +8.4% | 6,130 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $214,000 | – | 6,130 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |