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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $692,000 | +39.5% | 0 | -100.0% | 0.16% | +53.3% |
| Q4 2021 | $496,000 | +27.2% | 8,883 | – | 0.10% | +16.7% |
| Q2 2021 | $390,000 | +34.0% | 0 | – | 0.09% | +23.3% |
| Q1 2021 | $291,000 | +36.0% | 0 | -100.0% | 0.07% | +23.7% |
| Q4 2020 | $214,000 | -44.3% | 4,870 | -50.1% | 0.06% | -53.5% |
| Q3 2020 | $384,000 | +16.4% | 9,759 | +7.3% | 0.13% | +6.7% |
| Q2 2020 | $330,000 | +48.6% | 9,093 | +24.0% | 0.12% | +17.8% |
| Q1 2020 | $222,000 | -16.5% | 7,335 | +4.4% | 0.10% | +6.3% |
| Q4 2019 | $266,000 | +13.2% | 7,029 | +4.1% | 0.10% | -3.1% |
| Q3 2019 | $235,000 | +5.9% | 6,750 | +3.0% | 0.10% | +8.9% |
| Q2 2019 | $222,000 | – | 6,555 | – | 0.09% | – |
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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% |