SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,939,144 | +13.4% | 78,375 | +17.6% | 0.05% | -14.0% |
| Q2 2023 | $3,473,184 | -75.0% | 66,651 | -76.9% | 0.06% | -75.9% |
| Q1 2023 | $13,919,548 | +411.0% | 289,085 | +377.4% | 0.24% | +347.2% |
| Q4 2022 | $2,723,721 | +15.4% | 60,555 | +7.9% | 0.05% | 0.0% |
| Q3 2022 | $2,361,000 | -18.6% | 56,142 | -14.0% | 0.05% | -13.1% |
| Q2 2022 | $2,901,000 | -20.5% | 65,277 | -5.0% | 0.06% | +22.0% |
| Q1 2022 | $3,650,000 | +19.2% | 68,699 | +25.3% | 0.05% | -37.5% |
| Q4 2021 | $3,061,000 | +13.5% | 54,818 | +2.5% | 0.08% | +19.4% |
| Q3 2021 | $2,697,000 | -4.3% | 53,458 | -4.6% | 0.07% | -33.0% |
| Q2 2021 | $2,819,000 | +8.6% | 56,011 | +0.7% | 0.10% | -37.5% |
| Q1 2021 | $2,596,000 | +9.1% | 55,622 | +2.8% | 0.16% | -1.8% |
| Q4 2020 | $2,379,000 | +12.0% | 54,095 | +0.2% | 0.16% | -20.5% |
| Q3 2020 | $2,125,000 | -2.2% | 53,985 | -10.1% | 0.20% | -6.0% |
| Q2 2020 | $2,172,000 | +51.1% | 60,038 | +26.5% | 0.22% | -4.8% |
| Q1 2020 | $1,437,000 | – | 47,466 | – | 0.23% | – |
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% |