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 | $215,828 | -8.3% | 4,354 | -3.7% | 0.06% | -7.8% |
| Q2 2023 | $235,485 | -74.0% | 4,519 | -75.9% | 0.06% | -73.8% |
| Q1 2023 | $904,113 | +0.4% | 18,777 | -4.8% | 0.24% | -6.9% |
| Q4 2022 | $900,083 | +20.2% | 19,730 | +15.7% | 0.26% | +12.9% |
| Q3 2022 | $749,000 | -17.3% | 17,060 | -13.9% | 0.23% | -14.7% |
| Q2 2022 | $906,000 | -25.3% | 19,818 | -14.2% | 0.27% | +1.1% |
| Q1 2022 | $1,213,000 | -10.5% | 23,091 | -4.9% | 0.27% | -5.3% |
| Q4 2021 | $1,355,000 | -3.8% | 24,268 | -11.1% | 0.28% | -15.0% |
| Q3 2021 | $1,408,000 | -0.6% | 27,310 | -3.0% | 0.33% | -5.4% |
| Q2 2021 | $1,417,000 | +7.1% | 28,161 | -0.8% | 0.35% | -1.4% |
| Q1 2021 | $1,323,000 | -0.5% | 28,385 | -4.9% | 0.36% | -6.8% |
| Q4 2020 | $1,330,000 | +1.5% | 29,853 | -10.3% | 0.38% | -17.1% |
| Q3 2020 | $1,310,000 | +2.6% | 33,283 | -3.0% | 0.46% | -8.3% |
| Q2 2020 | $1,277,000 | – | 34,298 | – | 0.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |