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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $480,277 | +103.4% | 9,217 | +87.9% | 0.11% | +86.9% |
| Q1 2023 | $236,130 | -37.1% | 4,904 | -41.2% | 0.06% | -42.5% |
| Q4 2022 | $375,112 | -5.3% | 8,340 | +11.9% | 0.11% | +2.9% |
| Q1 2022 | $396,000 | -19.3% | 7,452 | -15.2% | 0.10% | -18.3% |
| Q4 2021 | $491,000 | +10.3% | 8,786 | -0.3% | 0.13% | -6.0% |
| Q3 2021 | $445,000 | +21.9% | 8,813 | +21.6% | 0.13% | +27.6% |
| Q2 2021 | $365,000 | +7.0% | 7,249 | -0.9% | 0.10% | -11.0% |
| Q1 2021 | $341,000 | +17.2% | 7,313 | +10.6% | 0.12% | +14.6% |
| Q4 2020 | $291,000 | -15.7% | 6,611 | -24.7% | 0.10% | -23.7% |
| Q3 2020 | $345,000 | +0.3% | 8,776 | -7.4% | 0.14% | -11.8% |
| Q2 2020 | $344,000 | – | 9,477 | – | 0.15% | – |
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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% |