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 | $641 | 0.0% | 12,760 | +3.8% | 0.13% | -3.6% |
| Q2 2023 | $641 | +8.8% | 12,292 | +0.6% | 0.14% | -5.4% |
| Q1 2023 | $589 | +7.3% | 12,215 | +0.1% | 0.15% | +1.4% |
| Q4 2022 | $549 | -99.9% | 12,206 | +0.7% | 0.14% | +2.1% |
| Q3 2022 | $510,000 | +2.2% | 12,126 | +7.7% | 0.14% | +10.1% |
| Q2 2022 | $499,000 | -42.4% | 11,259 | -31.0% | 0.13% | -57.6% |
| Q1 2022 | $867,000 | +77.7% | 16,311 | +86.8% | 0.30% | +169.0% |
| Q4 2021 | $488,000 | +7.3% | 8,734 | -3.3% | 0.11% | -4.2% |
| Q3 2021 | $455,000 | +5.6% | 9,030 | +5.5% | 0.12% | +4.4% |
| Q2 2021 | $431,000 | -31.6% | 8,562 | -36.7% | 0.11% | -32.7% |
| Q1 2021 | $630,000 | +46.5% | 13,525 | +38.2% | 0.17% | +28.2% |
| Q4 2020 | $430,000 | +29.9% | 9,790 | +16.3% | 0.13% | -3.7% |
| Q3 2020 | $331,000 | +8.2% | 8,421 | -0.2% | 0.14% | -4.2% |
| Q2 2020 | $306,000 | – | 8,437 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |