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 2021 | $24,142,000 | -9.9% | 478,433 | -10.1% | 6.36% | -0.4% |
| Q2 2021 | $26,793,000 | +0.4% | 532,344 | -7.0% | 6.39% | -8.6% |
| Q1 2021 | $26,693,000 | +2.3% | 572,692 | -0.9% | 6.99% | -0.3% |
| Q4 2020 | $26,087,000 | +10.2% | 577,904 | -0.8% | 7.01% | -6.0% |
| Q3 2020 | $23,674,000 | +11.4% | 582,527 | +3.3% | 7.46% | -3.1% |
| Q2 2020 | $21,259,000 | +62.5% | 564,037 | +25.7% | 7.70% | +21.5% |
| Q1 2020 | $13,082,000 | +28.7% | 448,624 | +69.5% | 6.34% | +50.9% |
| Q4 2019 | $10,163,000 | +23.0% | 264,655 | +11.5% | 4.20% | +2.5% |
| Q3 2019 | $8,261,000 | +36.7% | 237,377 | +38.0% | 4.10% | +25.0% |
| Q2 2019 | $6,044,000 | +11.2% | 172,053 | +8.0% | 3.28% | +7.3% |
| Q1 2019 | $5,435,000 | +24.9% | 159,349 | +14.5% | 3.05% | +13.8% |
| Q4 2018 | $4,350,000 | +16.7% | 139,146 | +20.8% | 2.68% | +10.7% |
| Q3 2018 | $3,728,000 | +56.5% | 115,165 | +54.2% | 2.42% | +55.5% |
| Q2 2018 | $2,382,000 | +19.0% | 74,704 | +15.5% | 1.56% | +18.7% |
| Q1 2018 | $2,002,000 | +67.5% | 64,703 | +69.6% | 1.31% | +68.5% |
| Q4 2017 | $1,195,000 | – | 38,151 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |