SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 595 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $79,213 | +6.0% | 1,235 | +1.5% | 0.06% | +5.1% |
| Q1 2024 | $74,748 | +22.0% | 1,217 | +11.0% | 0.06% | +15.7% |
| Q4 2023 | $61,266 | -2.9% | 1,096 | -12.7% | 0.05% | -3.8% |
| Q3 2023 | $63,127 | -12.8% | 1,256 | -9.6% | 0.05% | -8.6% |
| Q2 2023 | $72,433 | +3.4% | 1,390 | -4.5% | 0.06% | 0.0% |
| Q1 2023 | $70,058 | +8.2% | 1,455 | +1.0% | 0.06% | +5.5% |
| Q4 2022 | $64,771 | +8.0% | 1,440 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $60,000 | -4.8% | 1,440 | +0.3% | 0.06% | +1.9% |
| Q2 2022 | $63,000 | -17.1% | 1,436 | 0.0% | 0.05% | -12.9% |
| Q1 2022 | $76,000 | -20.8% | 1,436 | -17.1% | 0.06% | -20.5% |
| Q4 2021 | $96,000 | – | 1,732 | – | 0.08% | – |
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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% |