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 | $4,969,515 | -16.4% | 98,876 | -13.4% | 3.72% | -3.7% |
| Q2 2023 | $5,946,296 | +0.5% | 114,110 | -7.1% | 3.86% | -11.2% |
| Q1 2023 | $5,915,259 | +8.8% | 122,851 | +1.6% | 4.35% | +22.5% |
| Q4 2022 | $5,436,987 | +20.0% | 120,876 | +12.0% | 3.55% | +1.4% |
| Q3 2022 | $4,531,000 | -3.7% | 107,896 | +1.6% | 3.50% | +4.0% |
| Q2 2022 | $4,707,000 | -10.0% | 106,158 | +7.8% | 3.37% | -4.3% |
| Q1 2022 | $5,231,000 | +12.9% | 98,453 | +18.6% | 3.52% | +6.9% |
| Q4 2021 | $4,634,000 | +2.0% | 83,002 | -7.8% | 3.29% | +12.8% |
| Q3 2021 | $4,542,000 | -56.5% | 90,008 | -56.6% | 2.92% | -56.4% |
| Q2 2021 | $10,438,000 | -21.1% | 207,388 | -26.9% | 6.69% | -21.8% |
| Q1 2021 | $13,230,000 | +8.6% | 283,848 | +2.4% | 8.56% | +11.8% |
| Q4 2020 | $12,186,000 | +36.4% | 277,205 | +22.1% | 7.66% | -11.1% |
| Q3 2020 | $8,936,000 | +7.1% | 227,092 | -1.4% | 8.61% | +6.1% |
| Q2 2020 | $8,345,000 | +21.2% | 230,207 | +1.1% | 8.11% | +3.6% |
| Q1 2020 | $6,885,000 | – | 227,604 | – | 7.83% | – |
Download | ||||||
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% |