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 | $35,534,256 | +6.5% | 707,008 | +10.5% | 4.07% | +8.4% |
| Q2 2023 | $33,354,360 | +11.0% | 640,076 | +2.6% | 3.75% | -2.2% |
| Q1 2023 | $30,043,946 | +8.2% | 623,965 | +1.1% | 3.84% | +0.1% |
| Q4 2022 | $27,758,233 | +9.4% | 617,123 | +2.1% | 3.84% | +2.5% |
| Q3 2022 | $25,377,000 | -15.2% | 604,366 | -10.4% | 3.74% | -10.2% |
| Q2 2022 | $29,921,000 | -19.3% | 674,814 | -3.3% | 4.17% | -10.0% |
| Q1 2022 | $37,091,000 | +2.6% | 698,119 | +7.8% | 4.63% | +5.5% |
| Q4 2021 | $36,166,000 | +18.1% | 647,794 | +6.7% | 4.39% | +5.2% |
| Q3 2021 | $30,632,000 | +2.2% | 607,055 | +2.0% | 4.17% | -26.5% |
| Q2 2021 | $29,959,000 | +22.0% | 595,258 | +12.9% | 5.68% | +14.2% |
| Q1 2021 | $24,560,000 | +16.1% | 527,146 | +9.5% | 4.97% | +0.3% |
| Q4 2020 | $21,156,000 | +13.5% | 481,522 | +1.7% | 4.96% | -2.3% |
| Q3 2020 | $18,638,000 | +31.8% | 473,551 | +21.4% | 5.08% | +19.6% |
| Q2 2020 | $14,145,000 | +1043.5% | 390,163 | +852.9% | 4.24% | +845.4% |
| Q1 2020 | $1,237,000 | – | 40,944 | – | 0.45% | – |
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% |