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 | $135,250 | -3.5% | 2,691 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $140,228 | +8.2% | 2,691 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $129,572 | +7.0% | 2,691 | 0.0% | 0.07% | -7.0% |
| Q4 2022 | $121,041 | +7.1% | 2,691 | 0.0% | 0.07% | +4.4% |
| Q3 2022 | $113,000 | -5.0% | 2,691 | 0.0% | 0.07% | -9.3% |
| Q2 2022 | $119,000 | -16.8% | 2,691 | 0.0% | 0.08% | -13.8% |
| Q1 2022 | $143,000 | -4.7% | 2,691 | 0.0% | 0.09% | -11.2% |
| Q4 2021 | $150,000 | +10.3% | 2,691 | 0.0% | 0.10% | -4.9% |
| Q3 2021 | $136,000 | +0.7% | 2,691 | 0.0% | 0.10% | -8.8% |
| Q2 2021 | $135,000 | -4.3% | 2,691 | -10.9% | 0.11% | -27.6% |
| Q1 2021 | $141,000 | -38.4% | 3,021 | -42.0% | 0.16% | -41.4% |
| Q4 2020 | $229,000 | +21.8% | 5,208 | +8.9% | 0.27% | +22.0% |
| Q3 2020 | $188,000 | +118.6% | 4,783 | +101.2% | 0.22% | +129.5% |
| Q2 2020 | $86,000 | – | 2,377 | – | 0.10% | – |
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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% |