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 | $225,171 | -13.9% | 4,480 | -10.8% | 0.11% | -16.9% |
| Q2 2023 | $261,609 | +2.6% | 5,020 | -5.2% | 0.13% | -5.8% |
| Q1 2023 | $255,014 | -0.5% | 5,296 | -7.1% | 0.14% | +5.3% |
| Q4 2022 | $256,356 | +10.0% | 5,699 | +2.8% | 0.13% | -10.3% |
| Q3 2022 | $233,000 | -17.7% | 5,543 | -13.2% | 0.15% | 0.0% |
| Q2 2022 | $283,000 | -10.7% | 6,386 | +7.2% | 0.15% | -16.1% |
| Q1 2022 | $317,000 | -4.5% | 5,958 | +0.2% | 0.17% | +15.2% |
| Q4 2021 | $332,000 | +2.2% | 5,944 | -7.6% | 0.15% | -1.9% |
| Q3 2021 | $325,000 | +14.8% | 6,433 | +14.4% | 0.15% | -2.5% |
| Q2 2021 | $283,000 | +12.3% | 5,622 | +4.2% | 0.16% | +9.0% |
| Q1 2021 | $252,000 | -7.4% | 5,396 | -12.9% | 0.14% | -23.3% |
| Q4 2020 | $272,000 | -0.4% | 6,196 | -10.6% | 0.19% | -20.6% |
| Q3 2020 | $273,000 | -5.2% | 6,931 | -12.8% | 0.24% | -9.8% |
| Q2 2020 | $288,000 | +10.8% | 7,949 | -7.7% | 0.26% | -34.3% |
| Q1 2020 | $260,000 | -12.5% | 8,608 | +9.5% | 0.40% | +80.3% |
| Q4 2019 | $297,000 | – | 7,863 | – | 0.22% | – |
Download | ||||||
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% |