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 | $8,012,097 | -0.1% | 159,413 | +3.5% | 2.09% | +3.3% |
| Q2 2023 | $8,022,335 | +12.6% | 153,950 | +4.1% | 2.02% | +9.5% |
| Q1 2023 | $7,121,481 | +12.2% | 147,902 | +4.8% | 1.85% | +7.7% |
| Q4 2022 | $6,349,152 | +15.2% | 141,155 | +7.6% | 1.72% | +1.8% |
| Q3 2022 | $5,510,000 | +6.5% | 131,216 | +12.5% | 1.69% | +8.6% |
| Q2 2022 | $5,172,000 | +1.2% | 116,644 | +21.2% | 1.56% | +7.7% |
| Q1 2022 | $5,113,000 | +25.8% | 96,232 | +32.2% | 1.44% | +17.3% |
| Q4 2021 | $4,065,000 | +49.3% | 72,804 | +34.9% | 1.23% | +33.9% |
| Q3 2021 | $2,723,000 | +30.3% | 53,966 | +30.0% | 0.92% | +27.1% |
| Q2 2021 | $2,090,000 | +61.3% | 41,528 | +49.3% | 0.72% | +48.2% |
| Q1 2021 | $1,296,000 | +96.4% | 27,806 | +85.3% | 0.49% | +87.7% |
| Q4 2020 | $660,000 | +152.9% | 15,008 | +126.0% | 0.26% | +104.7% |
| Q3 2020 | $261,000 | – | 6,641 | – | 0.13% | – |
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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% |