SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,449 | -3.6% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $250,336 | +8.2% | 4,804 | 0.0% | 0.04% | +5.7% |
| Q1 2023 | $231,313 | +7.0% | 4,804 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $216,084 | +7.0% | 4,804 | 0.0% | 0.03% | -8.1% |
| Q3 2022 | $202,000 | -5.2% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $213,000 | -16.5% | 4,804 | 0.0% | 0.04% | -5.1% |
| Q1 2022 | $255,000 | -4.9% | 4,804 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $268,000 | +10.7% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $242,000 | 0.0% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $242,000 | +8.0% | 4,804 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $224,000 | +6.2% | 4,804 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $211,000 | -4.5% | 4,804 | -25.0% | 0.04% | -24.6% |
| Q2 2019 | $221,000 | +3.8% | 6,404 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $213,000 | -2.3% | 6,404 | 0.0% | 0.06% | +1.8% |
| Q3 2018 | $218,000 | -4.8% | 6,404 | -13.5% | 0.06% | -14.1% |
| Q1 2018 | $229,000 | -1.3% | 7,404 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $232,000 | +6.4% | 7,404 | +300.0% | 0.06% | +6.7% |
| Q3 2017 | $218,000 | -11.0% | 1,851 | -13.9% | 0.06% | -13.0% |
| Q2 2017 | $245,000 | +2.5% | 2,151 | 0.0% | 0.07% | -2.8% |
| Q1 2017 | $239,000 | -4.8% | 2,151 | -9.7% | 0.07% | -11.2% |
| Q4 2016 | $251,000 | – | 2,383 | – | 0.08% | – |
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% |