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 | $503,744 | +80.2% | 10,023 | +86.9% | 0.44% | +92.2% |
| Q2 2023 | $279,498 | +8.6% | 5,364 | +0.4% | 0.23% | +0.4% |
| Q1 2023 | $257,320 | +7.4% | 5,344 | +0.4% | 0.23% | +2.7% |
| Q4 2022 | $239,519 | +7.4% | 5,325 | +0.2% | 0.22% | -2.6% |
| Q3 2022 | $223,000 | -5.1% | 5,316 | +0.4% | 0.23% | +0.9% |
| Q2 2022 | $235,000 | -14.5% | 5,295 | +2.3% | 0.23% | +1.3% |
| Q1 2022 | $275,000 | +0.4% | 5,176 | +5.5% | 0.22% | +12.5% |
| Q4 2021 | $274,000 | -99.8% | 4,906 | +54.9% | 0.20% | +62.6% |
| Q2 2021 | $161,791,000 | +24.4% | 3,167 | +16.3% | 0.12% | +12.8% |
| Q1 2021 | $130,057,000 | +122.9% | 2,722 | +105.4% | 0.11% | +101.9% |
| Q4 2020 | $58,354,000 | – | 1,325 | – | 0.05% | – |
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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% |