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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,151,575 | -9.5% | 182,085 | -6.1% | 1.78% | -5.4% |
| Q2 2023 | $10,106,664 | +6.4% | 193,949 | -1.7% | 1.88% | -4.7% |
| Q1 2023 | $9,500,652 | +5.1% | 197,314 | -1.8% | 1.98% | -1.2% |
| Q4 2022 | $9,036,916 | +4.6% | 200,910 | -2.3% | 2.00% | -1.0% |
| Q3 2022 | $8,636,000 | +0.4% | 205,666 | +6.0% | 2.02% | +5.0% |
| Q2 2022 | $8,600,000 | -16.3% | 193,957 | +0.3% | 1.92% | -4.0% |
| Q1 2022 | $10,279,000 | -9.5% | 193,464 | -4.9% | 2.00% | -3.5% |
| Q4 2021 | $11,358,000 | +6.1% | 203,436 | -4.1% | 2.08% | +2.5% |
| Q3 2021 | $10,701,000 | -2.2% | 212,067 | -2.5% | 2.03% | -4.3% |
| Q2 2021 | $10,944,000 | +5.4% | 217,439 | -2.4% | 2.12% | -4.6% |
| Q1 2021 | $10,379,000 | +4.4% | 222,676 | -1.5% | 2.22% | -0.5% |
| Q4 2020 | $9,938,000 | +8.0% | 226,063 | -3.3% | 2.23% | -1.2% |
| Q3 2020 | $9,201,000 | -0.9% | 233,836 | -8.7% | 2.26% | -6.9% |
| Q2 2020 | $9,281,000 | +32.1% | 256,026 | +10.3% | 2.43% | +15.1% |
| Q1 2020 | $7,024,000 | -9.5% | 232,184 | +13.1% | 2.11% | +6.3% |
| Q4 2019 | $7,765,000 | +7.6% | 205,309 | -0.9% | 1.98% | -0.9% |
| Q3 2019 | $7,218,000 | +8.5% | 207,112 | +7.5% | 2.00% | +6.3% |
| Q2 2019 | $6,654,000 | +1.5% | 192,664 | -2.4% | 1.88% | -0.3% |
| Q1 2019 | $6,557,000 | +13.7% | 197,328 | -0.1% | 1.89% | +2.0% |
| Q4 2018 | $5,768,000 | -15.3% | 197,466 | -1.2% | 1.85% | -8.0% |
| Q3 2018 | $6,809,000 | +7.0% | 199,844 | +0.1% | 2.01% | +0.3% |
| Q2 2018 | $6,364,000 | – | 199,624 | – | 2.01% | – |
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% |