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 | $13,523,117 | -30.1% | 269,063 | -27.6% | 2.02% | -19.2% |
| Q2 2023 | $19,353,289 | -3.8% | 371,393 | -11.1% | 2.50% | -5.2% |
| Q1 2023 | $20,107,477 | +26.1% | 417,601 | +17.8% | 2.64% | +19.3% |
| Q4 2022 | $15,946,790 | +53.8% | 354,531 | +43.6% | 2.21% | +32.5% |
| Q3 2022 | $10,369,000 | +42.5% | 246,951 | +50.4% | 1.67% | +49.9% |
| Q2 2022 | $7,279,000 | +98.8% | 164,162 | +138.2% | 1.12% | +126.2% |
| Q1 2022 | $3,662,000 | +311.0% | 68,917 | +331.7% | 0.49% | +317.8% |
| Q4 2021 | $891,000 | +132.6% | 15,964 | +121.2% | 0.12% | +126.9% |
| Q3 2021 | $383,000 | – | 7,218 | – | 0.05% | – |
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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% |