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 | $402,080 | -3.6% | 8,000 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $416,880 | +8.2% | 8,000 | 0.0% | 0.05% | -5.5% |
| Q1 2023 | $385,200 | +7.0% | 8,000 | 0.0% | 0.06% | +129.2% |
| Q4 2022 | $359,840 | +7.1% | 8,000 | 0.0% | 0.02% | +50.0% |
| Q3 2022 | $336,000 | -5.4% | 8,000 | 0.0% | 0.02% | -38.5% |
| Q2 2022 | $355,000 | -16.5% | 8,000 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $425,000 | -4.9% | 8,000 | 0.0% | 0.03% | -62.0% |
| Q4 2021 | $447,000 | +10.6% | 8,000 | 0.0% | 0.07% | +4.4% |
| Q3 2021 | $404,000 | +0.2% | 8,000 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $403,000 | +8.0% | 8,000 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $373,000 | +6.0% | 8,000 | 0.0% | 0.07% | -13.9% |
| Q4 2020 | $352,000 | +11.7% | 8,000 | 0.0% | 0.08% | -1.2% |
| Q3 2020 | $315,000 | +8.6% | 8,000 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $290,000 | +19.8% | 8,000 | 0.0% | 0.08% | -10.0% |
| Q1 2020 | $242,000 | -20.1% | 8,000 | 0.0% | 0.09% | -17.4% |
| Q4 2019 | $303,000 | – | 8,000 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |