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 | $4,504,201 | -5.2% | 89,618 | -1.7% | 2.79% | -3.8% |
| Q2 2023 | $4,751,181 | +23.9% | 91,176 | +14.5% | 2.90% | +15.4% |
| Q1 2023 | $3,833,751 | +16.7% | 79,621 | +9.0% | 2.52% | +7.6% |
| Q4 2022 | $3,284,620 | +1.4% | 73,024 | -5.3% | 2.34% | -9.9% |
| Q3 2022 | $3,238,000 | -1.3% | 77,122 | +4.3% | 2.59% | +1.4% |
| Q2 2022 | $3,279,000 | -12.4% | 73,962 | +4.9% | 2.56% | -2.9% |
| Q1 2022 | $3,745,000 | -7.7% | 70,487 | -3.0% | 2.63% | -5.7% |
| Q4 2021 | $4,057,000 | +16.5% | 72,670 | +5.3% | 2.79% | +5.9% |
| Q3 2021 | $3,482,000 | +1.8% | 69,005 | +1.5% | 2.64% | -1.5% |
| Q2 2021 | $3,421,000 | +14.0% | 67,969 | +5.5% | 2.68% | +2.7% |
| Q1 2021 | $3,002,000 | +22.0% | 64,399 | +15.0% | 2.60% | +16.5% |
| Q4 2020 | $2,461,000 | +28.6% | 55,985 | +6.0% | 2.24% | -16.1% |
| Q2 2020 | $1,914,000 | -29.3% | 52,804 | -41.0% | 2.67% | -24.8% |
| Q1 2020 | $2,709,000 | -38.7% | 89,570 | -23.3% | 3.55% | -20.0% |
| Q4 2019 | $4,416,000 | – | 116,765 | – | 4.43% | – |
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% |