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 | $15,189,576 | +15.5% | 302,220 | +21.8% | 4.21% | +21.8% |
| Q2 2023 | $13,154,022 | +62.5% | 248,095 | +47.6% | 3.46% | +45.8% |
| Q1 2023 | $8,095,388 | +78.2% | 168,129 | +66.5% | 2.37% | +62.4% |
| Q4 2022 | $4,543,252 | +66.6% | 101,006 | +58.0% | 1.46% | +57.5% |
| Q3 2022 | $2,727,000 | +1117.4% | 63,931 | +1165.5% | 0.93% | +1205.6% |
| Q2 2022 | $224,000 | -25.8% | 5,052 | -11.0% | 0.07% | -13.4% |
| Q1 2022 | $302,000 | -5.3% | 5,679 | -0.5% | 0.08% | -5.7% |
| Q4 2021 | $319,000 | +23.2% | 5,709 | +11.3% | 0.09% | +11.5% |
| Q3 2021 | $259,000 | +3.6% | 5,129 | +3.3% | 0.08% | +14.7% |
| Q2 2021 | $250,000 | +7.8% | 4,964 | -0.3% | 0.07% | +38.8% |
| Q1 2021 | $232,000 | – | 4,978 | – | 0.05% | – |
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% |