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 | $2,623,050 | -26.7% | 50,609 | -25.9% | 1.03% | -21.8% |
| Q2 2023 | $3,579,969 | +38.6% | 68,294 | +29.2% | 1.32% | +28.5% |
| Q1 2023 | $2,583,860 | +15.5% | 52,840 | +10.5% | 1.02% | -13.1% |
| Q4 2022 | $2,236,733 | -1.6% | 47,834 | -4.8% | 1.18% | -7.7% |
| Q3 2022 | $2,273,000 | +12.7% | 50,259 | +21.3% | 1.28% | +19.6% |
| Q2 2022 | $2,017,000 | +2.3% | 41,425 | +2.4% | 1.07% | -3.0% |
| Q1 2022 | $1,972,000 | +2.8% | 40,450 | +11.8% | 1.10% | -38.9% |
| Q4 2021 | $1,918,000 | +29.2% | 36,166 | +34.3% | 1.80% | +32.4% |
| Q3 2021 | $1,484,000 | -75.6% | 26,922 | -77.2% | 1.36% | +2.3% |
| Q2 2021 | $6,087,000 | +54.3% | 117,924 | +47.6% | 1.33% | +14.0% |
| Q1 2021 | $3,944,000 | -48.8% | 79,892 | -54.4% | 1.17% | -50.3% |
| Q4 2020 | $7,708,000 | +28.6% | 175,024 | +16.9% | 2.35% | -4.1% |
| Q3 2020 | $5,995,000 | – | 149,755 | – | 2.45% | – |
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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% |