SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 470 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $52,000 | -5.5% | 1,246 | +0.4% | 0.01% | -6.7% |
| Q2 2022 | $55,000 | -15.4% | 1,241 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $65,000 | -4.4% | 1,236 | +0.3% | 0.02% | -6.2% |
| Q4 2021 | $68,000 | +11.5% | 1,232 | +0.4% | 0.02% | +6.7% |
| Q3 2021 | $61,000 | 0.0% | 1,227 | +0.2% | 0.02% | -6.2% |
| Q2 2021 | $61,000 | +7.0% | 1,224 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $57,000 | +7.5% | 1,220 | +0.4% | 0.02% | 0.0% |
| Q4 2020 | $53,000 | +12.8% | 1,215 | +0.4% | 0.02% | -5.9% |
| Q3 2020 | $47,000 | +9.3% | 1,210 | +0.4% | 0.02% | +6.2% |
| Q2 2020 | $43,000 | – | 1,205 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |