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 | $2,135,683 | -13.1% | 42,493 | -9.9% | 0.51% | -15.9% |
| Q2 2023 | $2,458,949 | +20.1% | 47,188 | +11.0% | 0.61% | +10.5% |
| Q1 2023 | $2,047,613 | -4.7% | 42,526 | -11.0% | 0.55% | -15.9% |
| Q4 2022 | $2,148,101 | +12.6% | 47,757 | +5.1% | 0.66% | -4.5% |
| Q3 2022 | $1,908,000 | +4.5% | 45,433 | +10.3% | 0.69% | +3.6% |
| Q2 2022 | $1,826,000 | -10.6% | 41,184 | +7.1% | 0.66% | -14.6% |
| Q1 2022 | $2,043,000 | +6.4% | 38,453 | +11.8% | 0.78% | +7.0% |
| Q4 2021 | $1,921,000 | -95.0% | 34,401 | -95.5% | 0.72% | -90.9% |
| Q3 2021 | $38,243,000 | -2.4% | 757,889 | -2.7% | 7.93% | -0.5% |
| Q2 2021 | $39,195,000 | +14.2% | 778,762 | +5.8% | 7.97% | +2.9% |
| Q1 2021 | $34,307,000 | +4.4% | 736,047 | -1.6% | 7.75% | +15.6% |
| Q4 2020 | $32,867,000 | +52.8% | 747,652 | +36.7% | 6.70% | +7.9% |
| Q3 2020 | $21,514,000 | +11.0% | 546,741 | +2.3% | 6.21% | -1.0% |
| Q2 2020 | $19,376,000 | +5.2% | 534,517 | -12.2% | 6.27% | -18.3% |
| Q1 2020 | $18,420,000 | -9.7% | 608,924 | +12.9% | 7.68% | -5.9% |
| Q4 2019 | $20,390,000 | +44.6% | 539,138 | +33.3% | 8.16% | +28.4% |
| Q3 2019 | $14,100,000 | -8.4% | 404,596 | -9.2% | 6.36% | -14.8% |
| Q2 2019 | $15,385,000 | +15.9% | 445,439 | +11.6% | 7.46% | +2.1% |
| Q1 2019 | $13,269,000 | – | 399,301 | – | 7.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |