SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,891 | -28.2% | 3,042 | -25.6% | 0.11% | -9.5% |
| Q2 2023 | $212,921 | +14.3% | 4,086 | +5.6% | 0.13% | +6.8% |
| Q1 2023 | $186,341 | +2329162.5% | 3,870 | +2050.0% | 0.12% | +2260.0% |
| Q4 2022 | $8 | -99.9% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 180 | -13.5% | 0.01% | 0.0% |
| Q2 2022 | $9,000 | -74.3% | 208 | -68.8% | 0.01% | -72.2% |
| Q1 2022 | $35,000 | -85.2% | 666 | -84.3% | 0.02% | -85.2% |
| Q4 2021 | $237,000 | -19.4% | 4,244 | -27.1% | 0.12% | -29.1% |
| Q3 2021 | $294,000 | -3.9% | 5,821 | -4.4% | 0.17% | -13.1% |
| Q2 2021 | $306,000 | +11.7% | 6,089 | +3.8% | 0.20% | +4.8% |
| Q1 2021 | $274,000 | +0.4% | 5,868 | -18.6% | 0.19% | -22.5% |
| Q4 2019 | $273,000 | – | 7,212 | – | 0.24% | – |
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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% |