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 | $73,336,158 | +62.2% | 1,459,136 | +68.2% | 8.10% | +62.2% |
| Q2 2023 | $45,202,665 | +17.2% | 867,447 | +8.3% | 4.99% | +2.7% |
| Q1 2023 | $38,577,153 | +31.9% | 801,187 | +23.2% | 4.86% | +4.5% |
| Q4 2022 | $29,256,545 | +337.8% | 650,435 | +308.7% | 4.66% | +201.0% |
| Q3 2022 | $6,683,000 | +2896.9% | 159,164 | +3684.2% | 1.55% | +2933.3% |
| Q1 2022 | $223,000 | -5.1% | 4,206 | +0.0% | 0.05% | -1.9% |
| Q4 2021 | $235,000 | +8.3% | 4,205 | -2.3% | 0.05% | -14.8% |
| Q3 2021 | $217,000 | -2.3% | 4,304 | -2.6% | 0.06% | -3.2% |
| Q2 2021 | $222,000 | +9.4% | 4,419 | +1.6% | 0.06% | -1.6% |
| Q1 2021 | $203,000 | -5.1% | 4,348 | -10.5% | 0.06% | -9.9% |
| Q4 2020 | $214,000 | +7.0% | 4,859 | -4.5% | 0.07% | -5.3% |
| Q3 2020 | $200,000 | – | 5,088 | – | 0.08% | – |
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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% |