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 | $779,053 | +22.5% | 15,253 | +26.8% | 0.24% | +23.2% |
| Q2 2023 | $635,791 | +30.4% | 12,030 | +18.9% | 0.20% | +17.9% |
| Q1 2023 | $487,462 | +42.3% | 10,121 | +35.3% | 0.17% | +33.3% |
| Q4 2022 | $342,447 | -51.0% | 7,482 | -53.8% | 0.13% | -56.7% |
| Q3 2022 | $699,000 | +76.5% | 16,186 | +86.6% | 0.29% | +35.3% |
| Q2 2022 | $396,000 | -10.6% | 8,674 | +4.1% | 0.22% | +8.6% |
| Q1 2022 | $443,000 | +35.1% | 8,333 | +32.5% | 0.20% | -26.1% |
| Q4 2021 | $328,000 | 0.0% | 6,289 | 0.0% | 0.27% | -6.3% |
| Q3 2021 | $328,000 | 0.0% | 6,289 | -3.4% | 0.29% | -0.7% |
| Q2 2021 | $328,000 | – | 6,512 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |