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 | $4,566,058 | +56.2% | 90,848 | +62.0% | 0.38% | +48.3% |
| Q2 2023 | $2,923,131 | +62.8% | 56,095 | +50.5% | 0.26% | +54.2% |
| Q1 2023 | $1,795,015 | +60789.2% | 37,279 | -43.1% | 0.17% | -42.9% |
| Q4 2022 | $2,948 | -99.9% | 65,545 | -6.6% | 0.29% | +9.7% |
| Q3 2022 | $2,945,000 | +17.3% | 70,146 | +23.9% | 0.27% | +0.4% |
| Q2 2022 | $2,510,000 | -5.2% | 56,610 | +13.5% | 0.27% | 0.0% |
| Q1 2022 | $2,648,000 | -4.7% | 49,855 | +0.2% | 0.27% | -1.5% |
| Q4 2021 | $2,778,000 | +14.4% | 49,771 | +3.4% | 0.27% | +3.4% |
| Q3 2021 | $2,429,000 | +7.5% | 48,145 | +7.2% | 0.26% | +4.4% |
| Q2 2021 | $2,260,000 | +61.2% | 44,917 | +49.2% | 0.25% | +43.4% |
| Q1 2021 | $1,402,000 | – | 30,099 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |