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 | $5,926,574 | -1.0% | 117,918 | +2.6% | 0.11% | -0.9% |
| Q2 2023 | $5,987,899 | -8.2% | 114,909 | -15.1% | 0.11% | -24.3% |
| Q1 2023 | $6,519,931 | +15.2% | 135,409 | +7.6% | 0.14% | +2.9% |
| Q4 2022 | $5,661,352 | +8.9% | 125,864 | +1.7% | 0.14% | -6.0% |
| Q3 2022 | $5,200,000 | -0.2% | 123,815 | +5.3% | 0.15% | +0.7% |
| Q2 2022 | $5,212,000 | -14.0% | 117,538 | +3.1% | 0.15% | -4.5% |
| Q1 2022 | $6,059,000 | +15.5% | 114,037 | +21.3% | 0.16% | +17.4% |
| Q4 2021 | $5,247,000 | +62.5% | 93,992 | +46.9% | 0.13% | +41.9% |
| Q3 2021 | $3,228,000 | +8.8% | 63,976 | +9.8% | 0.09% | -3.1% |
| Q2 2021 | $2,966,000 | +13.7% | 58,279 | +4.1% | 0.10% | -5.0% |
| Q1 2021 | $2,609,000 | +9.9% | 55,964 | +3.6% | 0.10% | -4.7% |
| Q4 2020 | $2,373,000 | +57.8% | 53,997 | +41.2% | 0.11% | +20.5% |
| Q3 2020 | $1,504,000 | +7.3% | 38,228 | +0.8% | 0.09% | -7.4% |
| Q2 2020 | $1,402,000 | +21.9% | 37,920 | +9.5% | 0.10% | +2.2% |
| Q1 2020 | $1,150,000 | -59.3% | 34,632 | -53.7% | 0.09% | -59.6% |
| Q4 2019 | $2,829,000 | -1.0% | 74,809 | -5.4% | 0.23% | -2.5% |
| Q3 2019 | $2,859,000 | -33.4% | 79,090 | -36.4% | 0.24% | -42.2% |
| Q2 2019 | $4,291,000 | +37.9% | 124,448 | +32.9% | 0.41% | +70.0% |
| Q1 2019 | $3,111,000 | +108.7% | 93,609 | +101.6% | 0.24% | +23.7% |
| Q4 2018 | $1,491,000 | – | 46,425 | – | 0.19% | – |
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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% |