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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,684 | +26.7% | 6,442 | +17.1% | 0.23% | +14.6% |
| Q1 2023 | $264,854 | -12.0% | 5,501 | -17.8% | 0.20% | -17.5% |
| Q4 2022 | $301,024 | +6.4% | 6,692 | -0.8% | 0.24% | +6.7% |
| Q3 2022 | $283,000 | -20.7% | 6,743 | -16.2% | 0.22% | -24.5% |
| Q2 2022 | $357,000 | -59.8% | 8,044 | -49.4% | 0.30% | -65.6% |
| Q1 2022 | $888,000 | 0.0% | 15,898 | 0.0% | 0.87% | 0.0% |
| Q4 2021 | $888,000 | +54.7% | 15,898 | +39.7% | 0.87% | +60.9% |
| Q3 2021 | $574,000 | -2.9% | 11,383 | -3.1% | 0.54% | -2.2% |
| Q2 2021 | $591,000 | – | 11,745 | – | 0.55% | – |
Download | ||||||
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% |