SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,989 | -32.6% | 4,238 | -30.1% | 0.15% | -28.8% |
| Q2 2023 | $315,783 | +8.7% | 6,060 | +0.4% | 0.21% | +11.6% |
| Q1 2023 | $290,630 | -14.6% | 6,036 | -20.2% | 0.19% | -26.6% |
| Q4 2022 | $340,222 | +7.7% | 7,564 | +0.5% | 0.26% | +14.6% |
| Q3 2022 | $316,000 | -4.2% | 7,529 | +1.1% | 0.23% | +3.2% |
| Q2 2022 | $330,000 | +0.9% | 7,446 | +21.0% | 0.22% | +22.3% |
| Q1 2022 | $327,000 | +98.2% | 6,156 | +87.7% | 0.18% | +77.2% |
| Q3 2021 | $165,000 | +50.0% | 3,280 | +50.7% | 0.10% | +57.8% |
| Q2 2021 | $110,000 | +42.9% | 2,177 | +32.3% | 0.06% | +16.4% |
| Q1 2021 | $77,000 | -24.5% | 1,646 | -51.2% | 0.06% | -19.1% |
| Q1 2020 | $102,000 | – | 3,374 | – | 0.07% | – |
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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% |