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 | $2,818,226 | +3.9% | 56,073 | +7.7% | 1.62% | +10.3% |
| Q2 2023 | $2,712,537 | +11.9% | 52,054 | +3.4% | 1.46% | -0.7% |
| Q1 2023 | $2,423,030 | +3.3% | 50,323 | -3.5% | 1.48% | -12.0% |
| Q4 2022 | $2,346,015 | +6.4% | 52,157 | -0.6% | 1.68% | -12.2% |
| Q3 2022 | $2,204,000 | -2.8% | 52,488 | +2.7% | 1.91% | +3.1% |
| Q2 2022 | $2,267,000 | -35.2% | 51,128 | -22.3% | 1.85% | -0.6% |
| Q1 2022 | $3,497,000 | +2.6% | 65,810 | +7.8% | 1.86% | +20.8% |
| Q4 2021 | $3,407,000 | +50.7% | 61,020 | +36.2% | 1.54% | +52.5% |
| Q3 2021 | $2,261,000 | +17.2% | 44,807 | +16.9% | 1.01% | +20.1% |
| Q2 2021 | $1,929,000 | +4.6% | 38,332 | -3.1% | 0.84% | -13.0% |
| Q1 2021 | $1,845,000 | +7.6% | 39,577 | +1.5% | 0.97% | -7.7% |
| Q4 2020 | $1,714,000 | – | 38,980 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |