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 | $222,315 | -3.6% | 4,423 | 0.0% | 0.12% | -10.8% |
| Q2 2023 | $230,499 | +8.2% | 4,423 | 0.0% | 0.14% | -63.3% |
| Q1 2023 | $212,982 | -57.0% | 4,423 | -59.8% | 0.38% | -91.7% |
| Q4 2022 | $495,289 | -4.6% | 11,011 | -11.0% | 4.55% | +151.6% |
| Q3 2022 | $519,000 | -74.1% | 12,366 | -72.6% | 1.81% | +10.2% |
| Q2 2022 | $2,002,000 | -93.9% | 45,173 | -92.7% | 1.64% | -89.1% |
| Q1 2022 | $33,069,000 | +2.8% | 622,418 | +0.6% | 15.05% | +1.3% |
| Q4 2021 | $32,164,000 | +1.8% | 618,773 | -1.2% | 14.86% | -2.2% |
| Q3 2021 | $31,609,000 | – | 626,413 | – | 15.19% | – |
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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% |