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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |