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 | $14,769,504 | +28.9% | 293,862 | +33.6% | 1.07% | +145.8% |
| Q2 2023 | $11,462,480 | +55.5% | 219,967 | +43.7% | 0.44% | +37.0% |
| Q1 2023 | $7,370,802 | -16.8% | 153,080 | -22.3% | 0.32% | -26.2% |
| Q4 2022 | $8,864,389 | +40.5% | 197,074 | +31.1% | 0.43% | +22.7% |
| Q3 2022 | $6,311,000 | +98.4% | 150,307 | +109.5% | 0.35% | +93.4% |
| Q2 2022 | $3,181,000 | +43.7% | 71,742 | +72.3% | 0.18% | +45.6% |
| Q1 2022 | $2,213,000 | -53.8% | 41,645 | -51.5% | 0.12% | -53.7% |
| Q4 2021 | $4,789,000 | +34.7% | 85,783 | +21.8% | 0.27% | +12.0% |
| Q3 2021 | $3,554,000 | – | 70,440 | – | 0.24% | – |
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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% |