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 | $134,194 | -3.6% | 2,670 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $139,134 | +8.2% | 2,670 | 0.0% | 0.05% | +2.1% |
| Q1 2023 | $128,561 | +115720.7% | 2,670 | +8.6% | 0.05% | +9.3% |
| Q4 2022 | $111 | -99.9% | 2,458 | -3.3% | 0.04% | -6.5% |
| Q3 2022 | $107,000 | +3.9% | 2,542 | +9.6% | 0.05% | +9.5% |
| Q2 2022 | $103,000 | -16.3% | 2,319 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $123,000 | -4.7% | 2,319 | 0.0% | 0.04% | -6.5% |
| Q4 2021 | $129,000 | +10.3% | 2,319 | 0.0% | 0.05% | -2.1% |
| Q3 2021 | $117,000 | 0.0% | 2,319 | 0.0% | 0.05% | -11.3% |
| Q2 2021 | $117,000 | +8.3% | 2,319 | 0.0% | 0.05% | +1.9% |
| Q1 2021 | $108,000 | +5.9% | 2,319 | 0.0% | 0.05% | -17.5% |
| Q4 2020 | $102,000 | +17.2% | 2,319 | +5.4% | 0.06% | +3.3% |
| Q3 2020 | $87,000 | +8.8% | 2,200 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $80,000 | +105.1% | 2,200 | +69.6% | 0.06% | +81.8% |
| Q1 2020 | $39,000 | -20.4% | 1,297 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $49,000 | – | 1,297 | – | 0.03% | – |
Download | ||||||
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% |