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 | $347,045 | -9.0% | 6,905 | -5.6% | 0.04% | -10.0% |
| Q2 2023 | $381,237 | -95.0% | 7,316 | -95.3% | 0.04% | -90.2% |
| Q1 2023 | $7,565,022 | -9.5% | 157,114 | -15.5% | 0.41% | -19.0% |
| Q4 2022 | $8,362,378 | +7.7% | 185,913 | +0.5% | 0.50% | -3.8% |
| Q3 2022 | $7,767,000 | +16.3% | 184,983 | +22.8% | 0.52% | +17.2% |
| Q2 2022 | $6,678,000 | -14.1% | 150,591 | +2.9% | 0.45% | -4.9% |
| Q1 2022 | $7,778,000 | +32.5% | 146,392 | +39.2% | 0.47% | +28.7% |
| Q4 2021 | $5,871,000 | -2.4% | 105,150 | -11.8% | 0.37% | -10.7% |
| Q3 2021 | $6,013,000 | +29.7% | 119,166 | +29.4% | 0.41% | +22.8% |
| Q2 2021 | $4,635,000 | +4.7% | 92,096 | -3.0% | 0.33% | -11.9% |
| Q1 2021 | $4,426,000 | +11.5% | 94,944 | +5.1% | 0.38% | +6.5% |
| Q4 2020 | $3,971,000 | -8.9% | 90,350 | -27.2% | 0.36% | +19.9% |
| Q3 2020 | $4,361,000 | +79.0% | 124,183 | +84.8% | 0.30% | -5.7% |
| Q2 2020 | $2,436,000 | +39.6% | 67,198 | +16.5% | 0.32% | +2.9% |
| Q1 2020 | $1,745,000 | +7.6% | 57,699 | +34.5% | 0.31% | +48.5% |
| Q4 2019 | $1,622,000 | +112.3% | 42,886 | +95.7% | 0.21% | +66.1% |
| Q3 2019 | $764,000 | +40.4% | 21,918 | +37.2% | 0.12% | +44.2% |
| Q3 2018 | $544,000 | – | 15,981 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |