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 | $27,907,052 | -13.7% | 555,254 | -10.5% | 14.76% | -13.4% |
| Q2 2023 | $32,342,366 | -4.3% | 620,656 | -11.6% | 17.04% | -7.1% |
| Q1 2023 | $33,803,467 | +16.5% | 702,045 | +8.8% | 18.33% | +8.1% |
| Q4 2022 | $29,020,013 | +19.7% | 645,176 | +11.8% | 16.96% | +12.6% |
| Q3 2022 | $24,234,000 | -0.8% | 577,145 | +4.8% | 15.07% | +3.7% |
| Q2 2022 | $24,423,000 | -3.4% | 550,822 | +15.7% | 14.53% | +17.6% |
| Q1 2022 | $25,284,000 | +9.6% | 475,882 | +15.2% | 12.35% | +9.7% |
| Q4 2021 | $23,063,000 | +16.1% | 413,091 | +4.9% | 11.26% | +11.0% |
| Q3 2021 | $19,864,000 | +4.6% | 393,657 | +4.3% | 10.14% | +3.0% |
| Q2 2021 | $18,994,000 | +7.9% | 377,385 | -0.0% | 9.85% | -2.2% |
| Q1 2021 | $17,597,000 | +17.2% | 377,528 | +11.0% | 10.08% | +3.4% |
| Q4 2020 | $15,014,000 | +15.8% | 339,999 | +10.0% | 9.75% | +7.3% |
| Q3 2020 | $12,965,000 | +20.5% | 309,198 | +9.1% | 9.08% | +1.9% |
| Q2 2020 | $10,755,000 | +23.3% | 283,312 | -1.7% | 8.91% | -3.1% |
| Q1 2020 | $8,722,000 | -13.1% | 288,341 | +8.7% | 9.20% | -7.0% |
| Q4 2019 | $10,035,000 | – | 265,337 | – | 9.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |