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 | $17,656 | +16.1% | 351,293 | +20.3% | 2.10% | +18.4% |
| Q2 2023 | $15,214 | +10.5% | 291,959 | +2.1% | 1.78% | +3.7% |
| Q1 2023 | $13,764 | +4.5% | 285,863 | -2.4% | 1.71% | -7.9% |
| Q4 2022 | $13,170 | -99.9% | 292,790 | -4.6% | 1.86% | -4.0% |
| Q3 2022 | $12,888,000 | -2.9% | 306,938 | +2.5% | 1.94% | +0.4% |
| Q2 2022 | $13,272,000 | -16.4% | 299,326 | +0.2% | 1.93% | -4.8% |
| Q1 2022 | $15,870,000 | +44.2% | 298,692 | +51.5% | 2.02% | +46.3% |
| Q4 2021 | $11,004,000 | +46.0% | 197,105 | +31.9% | 1.38% | +29.0% |
| Q3 2021 | $7,538,000 | +1493.7% | 149,390 | +1488.1% | 1.07% | +1411.3% |
| Q2 2021 | $473,000 | +47200.0% | 9,407 | +52161.1% | 0.07% | – |
| Q4 2020 | $1,000 | – | 18 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |