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 | $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% | – |
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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% |