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 | $1,469,803 | -3.8% | 29,244 | -0.3% | 0.52% | -1.0% |
| Q2 2023 | $1,528,491 | +4.0% | 29,332 | -3.9% | 0.52% | -2.6% |
| Q1 2023 | $1,469,875 | +6.2% | 30,527 | -0.8% | 0.54% | +2.1% |
| Q4 2022 | $1,384,349 | +7.1% | 30,777 | -0.1% | 0.53% | -3.3% |
| Q3 2022 | $1,293,000 | -7.8% | 30,801 | -2.6% | 0.54% | -0.9% |
| Q2 2022 | $1,402,000 | -19.1% | 31,626 | -3.0% | 0.55% | -7.6% |
| Q1 2022 | $1,732,000 | -15.3% | 32,614 | -11.0% | 0.59% | -11.5% |
| Q4 2021 | $2,046,000 | +10.5% | 36,641 | -0.1% | 0.67% | +0.3% |
| Q3 2021 | $1,852,000 | -0.6% | 36,694 | -0.9% | 0.67% | -1.8% |
| Q2 2021 | $1,863,000 | -2.9% | 37,011 | -10.1% | 0.68% | -9.0% |
| Q1 2021 | $1,918,000 | +3.6% | 41,165 | -2.3% | 0.75% | -1.4% |
| Q4 2020 | $1,851,000 | +9.1% | 42,121 | -2.3% | 0.76% | -3.1% |
| Q3 2020 | $1,696,000 | -3.3% | 43,109 | -10.9% | 0.78% | -8.0% |
| Q2 2020 | $1,753,000 | +15.9% | 48,359 | -3.3% | 0.85% | +3.3% |
| Q1 2020 | $1,512,000 | -29.6% | 49,998 | -12.0% | 0.82% | -2.9% |
| Q4 2019 | $2,147,000 | +11.0% | 56,784 | +2.3% | 0.85% | +0.2% |
| Q3 2019 | $1,935,000 | +17.3% | 55,533 | +16.3% | 0.85% | +15.9% |
| Q2 2019 | $1,649,000 | +9.6% | 47,761 | +5.5% | 0.73% | +6.4% |
| Q1 2019 | $1,504,000 | +19.6% | 45,272 | +5.2% | 0.69% | +11.2% |
| Q4 2018 | $1,257,000 | +87.1% | 43,043 | +118.2% | 0.62% | +121.5% |
| Q3 2018 | $672,000 | +62.3% | 19,729 | +51.6% | 0.28% | +40.9% |
| Q2 2018 | $414,000 | +16.6% | 13,015 | +13.2% | 0.20% | +13.1% |
| Q1 2018 | $355,000 | +30.5% | 11,495 | +32.2% | 0.18% | +33.6% |
| Q4 2017 | $272,000 | – | 8,692 | – | 0.13% | – |
Download | ||||||
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% |