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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,360,540 | +112.1% | 26,109 | +96.0% | 0.00% | – |
| Q1 2023 | $641,358 | +20.9% | 13,320 | +13.0% | 0.00% | – |
| Q4 2022 | $530,314 | -94.7% | 11,790 | -95.0% | 0.00% | -100.0% |
| Q3 2022 | $9,930,000 | +878.3% | 236,482 | +932.9% | 0.00% | – |
| Q2 2022 | $1,015,000 | -79.6% | 22,894 | -75.5% | 0.00% | -100.0% |
| Q1 2022 | $4,972,000 | +1755.2% | 93,574 | +1849.5% | 0.00% | – |
| Q4 2021 | $268,000 | -95.3% | 4,800 | -95.7% | 0.00% | -100.0% |
| Q3 2021 | $5,667,000 | +1407.2% | 112,301 | +1404.0% | 0.00% | – |
| Q2 2021 | $376,000 | -83.5% | 7,467 | -84.7% | 0.00% | -100.0% |
| Q1 2021 | $2,275,000 | -7.3% | 48,809 | -12.6% | 0.00% | 0.0% |
| Q4 2020 | $2,455,000 | +5.5% | 55,835 | -5.6% | 0.00% | 0.0% |
| Q3 2020 | $2,327,000 | +66.6% | 59,126 | +28.0% | 0.00% | 0.0% |
| Q1 2020 | $1,397,000 | -74.6% | 46,180 | -68.3% | 0.00% | -87.5% |
| Q4 2019 | $5,509,000 | -14.8% | 145,676 | -21.5% | 0.01% | -27.3% |
| Q3 2019 | $6,468,000 | +131.5% | 185,591 | +129.4% | 0.01% | +120.0% |
| Q2 2019 | $2,794,000 | +36.8% | 80,897 | +15.7% | 0.01% | +25.0% |
| Q4 2018 | $2,043,000 | -44.3% | 69,935 | -35.0% | 0.00% | -42.9% |
| Q3 2018 | $3,666,000 | -4.7% | 107,613 | -10.8% | 0.01% | -22.2% |
| Q2 2018 | $3,846,000 | -38.0% | 120,629 | -39.9% | 0.01% | -43.8% |
| Q1 2018 | $6,208,000 | +249.9% | 200,639 | +1234.2% | 0.02% | +166.7% |
| Q3 2017 | $1,774,000 | -70.1% | 15,038 | -71.1% | 0.01% | -71.4% |
| Q2 2017 | $5,931,000 | +649.8% | 52,105 | +630.5% | 0.02% | +425.0% |
| Q1 2017 | $791,000 | -34.7% | 7,133 | -40.0% | 0.00% | -33.3% |
| Q3 2016 | $1,212,000 | +11.4% | 11,886 | +5.2% | 0.01% | 0.0% |
| Q1 2016 | $1,088,000 | -32.3% | 11,298 | -36.9% | 0.01% | -40.0% |
| Q3 2015 | $1,606,000 | – | 17,892 | – | 0.01% | – |
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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% |