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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $10,421,370 | +8.0% | 162,834 | +3.9% | 4.94% | +5.3% |
Q1 2024 | $9,647,311 | +5.9% | 156,790 | -3.8% | 4.69% | -1.8% |
Q4 2023 | $9,110,763 | +14.4% | 162,983 | +2.9% | 4.78% | +1.5% |
Q3 2023 | $7,962,743 | -4.2% | 158,431 | -0.7% | 4.71% | -2.0% |
Q2 2023 | $8,313,795 | +5.0% | 159,543 | -3.0% | 4.80% | +6.1% |
Q1 2023 | $7,916,571 | +1.8% | 164,415 | -4.9% | 4.53% | -13.3% |
Q4 2022 | $7,776,522 | +4.4% | 172,888 | -2.5% | 5.22% | -2.7% |
Q3 2022 | $7,446,000 | -2.1% | 177,332 | +3.4% | 5.36% | +5.2% |
Q2 2022 | $7,604,000 | -20.1% | 171,485 | -4.2% | 5.10% | -19.9% |
Q1 2022 | $9,512,000 | +10.1% | 179,035 | +4.6% | 6.36% | +2.2% |
Q4 2021 | $8,636,000 | 0.0% | 171,143 | 0.0% | 6.23% | 0.0% |
Q3 2021 | $8,636,000 | -0.9% | 171,143 | -1.2% | 6.23% | +2.6% |
Q2 2021 | $8,716,000 | +8.3% | 173,168 | +0.3% | 6.07% | +3.8% |
Q1 2021 | $8,045,000 | +7.1% | 172,603 | +1.0% | 5.85% | -9.3% |
Q4 2020 | $7,510,000 | – | 170,846 | – | 6.45% | – |
Download |
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% |