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 | $68,238,608 | +11.3% | 1,357,712 | +15.3% | 16.79% | +14.7% |
| Q2 2023 | $61,337,000 | +10.5% | 1,177,070 | +2.1% | 14.63% | +6.3% |
| Q1 2023 | $55,485,000 | +13.0% | 1,152,341 | +5.5% | 13.76% | +7.1% |
| Q4 2022 | $49,117,000 | +14.0% | 1,091,976 | +6.4% | 12.85% | +5.2% |
| Q3 2022 | $43,086,000 | +2.8% | 1,026,090 | +8.6% | 12.22% | +7.4% |
| Q2 2022 | $41,899,000 | -5.7% | 944,939 | +13.0% | 11.38% | +4.7% |
| Q1 2022 | $44,444,000 | +50.1% | 836,508 | +57.7% | 10.86% | +46.6% |
| Q4 2021 | $29,615,000 | +35.5% | 530,454 | +22.5% | 7.41% | +23.0% |
| Q3 2021 | $21,850,000 | +10.9% | 433,015 | +10.6% | 6.02% | +9.5% |
| Q2 2021 | $19,700,000 | +26.5% | 391,414 | +17.1% | 5.50% | +12.2% |
| Q1 2021 | $15,578,000 | +19.9% | 334,226 | +13.0% | 4.90% | +9.4% |
| Q4 2020 | $12,997,000 | +82.4% | 295,647 | +63.3% | 4.48% | +62.0% |
| Q3 2020 | $7,126,000 | +40.7% | 181,097 | +29.6% | 2.77% | +24.4% |
| Q2 2020 | $5,065,000 | +42.5% | 139,730 | +18.9% | 2.22% | +18.9% |
| Q1 2020 | $3,554,000 | – | 117,478 | – | 1.87% | – |
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% |