SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 492 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 2024 | $770,055 | -3.6% | 11,690 | -14.8% | 0.18% | -20.6% |
| Q1 2024 | $798,696 | +7.7% | 13,714 | +3.7% | 0.23% | +0.9% |
| Q4 2023 | $741,319 | -4.8% | 13,227 | -13.3% | 0.23% | -5.3% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |