SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,338 | -3.6% | 8,801 | 0.0% | 0.33% | -2.4% |
| Q2 2023 | $458,620 | +2.8% | 8,801 | -5.0% | 0.34% | -24.9% |
| Q1 2023 | $445,917 | +7.0% | 9,261 | 0.0% | 0.45% | -10.7% |
| Q4 2022 | $416,560 | -9.6% | 9,261 | +1.1% | 0.50% | +38.5% |
| Q2 2022 | $461,000 | +95.3% | 9,161 | +106.7% | 0.36% | +91.6% |
| Q1 2022 | $236,000 | -4.5% | 4,433 | 0.0% | 0.19% | +5.0% |
| Q4 2021 | $247,000 | -46.4% | 4,433 | -51.6% | 0.18% | -50.3% |
| Q2 2021 | $461,000 | +58.4% | 9,161 | +47.0% | 0.36% | +58.3% |
| Q1 2021 | $291,000 | -15.7% | 6,233 | -20.6% | 0.23% | -23.6% |
| Q4 2020 | $345,000 | – | 7,855 | – | 0.30% | – |
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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% |