SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,296,678 | +9.0% | 23,196 | -2.0% | 0.18% | +12.5% |
| Q3 2023 | $1,189,945 | -1.9% | 23,676 | +1.8% | 0.16% | -8.0% |
| Q2 2023 | $1,212,495 | +5.9% | 23,268 | -2.1% | 0.17% | -3.3% |
| Q1 2023 | $1,144,477 | +6.5% | 23,769 | -0.5% | 0.18% | -4.8% |
| Q4 2022 | $1,074,167 | -9.7% | 23,881 | -15.7% | 0.19% | -36.6% |
| Q3 2022 | $1,190,000 | -15.6% | 28,344 | -10.9% | 0.30% | -24.9% |
| Q2 2022 | $1,410,000 | -36.8% | 31,795 | -24.3% | 0.40% | -28.6% |
| Q1 2022 | $2,232,000 | +5.2% | 42,002 | +10.5% | 0.56% | +0.7% |
| Q4 2021 | $2,122,000 | +13.8% | 38,007 | +2.8% | 0.55% | -9.4% |
| Q3 2021 | $1,865,000 | +8.7% | 36,968 | +8.4% | 0.61% | +12.4% |
| Q2 2021 | $1,716,000 | +3.9% | 34,093 | -3.8% | 0.54% | -8.8% |
| Q1 2021 | $1,652,000 | -9.4% | 35,435 | -14.6% | 0.59% | -18.6% |
| Q4 2020 | $1,824,000 | – | 41,488 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |