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 | $2,547,579 | -6.1% | 50,688 | -2.6% | 1.10% | -5.5% |
| Q2 2023 | $2,712,899 | +11.2% | 52,061 | +2.7% | 1.17% | +5.9% |
| Q1 2023 | $2,440,071 | +15.3% | 50,676 | +7.7% | 1.10% | +9.1% |
| Q4 2022 | $2,117,164 | +15.6% | 47,069 | +8.0% | 1.01% | +4.0% |
| Q3 2022 | $1,831,000 | +1.7% | 43,600 | +7.4% | 0.97% | +5.4% |
| Q2 2022 | $1,801,000 | -0.7% | 40,614 | +19.0% | 0.92% | +11.8% |
| Q1 2022 | $1,813,000 | -3.6% | 34,126 | +1.4% | 0.82% | -0.7% |
| Q4 2021 | $1,880,000 | +3.2% | 33,671 | -0.2% | 0.83% | +0.4% |
| Q3 2021 | $1,821,000 | +10.4% | 33,731 | +2.9% | 0.83% | -1.5% |
| Q2 2021 | $1,650,000 | +13.2% | 32,791 | +4.8% | 0.84% | +5.7% |
| Q1 2021 | $1,458,000 | +12.9% | 31,283 | +6.5% | 0.79% | +2.7% |
| Q4 2020 | $1,291,000 | +12.9% | 29,376 | +1.1% | 0.77% | -2.8% |
| Q3 2020 | $1,143,000 | +11.7% | 29,052 | +2.9% | 0.80% | +3.0% |
| Q2 2020 | $1,023,000 | +36.4% | 28,221 | +13.8% | 0.77% | +13.9% |
| Q1 2020 | $750,000 | +1.9% | 24,807 | +27.5% | 0.68% | +21.5% |
| Q4 2019 | $736,000 | – | 19,461 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |