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 | $18,786 | +25.7% | 372,771 | +28.5% | 0.04% | +32.4% |
| Q2 2023 | $14,947 | +10.6% | 290,106 | +2.0% | 0.03% | +3.0% |
| Q1 2023 | $13,515 | +28.5% | 284,540 | +22.0% | 0.03% | +22.2% |
| Q4 2022 | $10,516 | -99.9% | 233,277 | -16.3% | 0.03% | -18.2% |
| Q3 2022 | $11,885,000 | -35.4% | 278,602 | -32.9% | 0.03% | -32.7% |
| Q2 2022 | $18,411,000 | -47.2% | 415,225 | -36.7% | 0.05% | -27.9% |
| Q1 2022 | $34,843,000 | -23.2% | 655,812 | -27.2% | 0.07% | -22.7% |
| Q4 2021 | $45,370,000 | +18.1% | 901,454 | +18.4% | 0.09% | +12.8% |
| Q3 2021 | $38,412,000 | -15.3% | 761,232 | -15.6% | 0.08% | -15.2% |
| Q2 2021 | $45,370,000 | +23.8% | 901,454 | +14.6% | 0.09% | +13.6% |
| Q1 2021 | $36,660,000 | +2603.5% | 786,537 | +2450.0% | 0.08% | +2600.0% |
| Q4 2020 | $1,356,000 | +13.3% | 30,845 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $1,197,000 | -9.5% | 30,424 | -30.4% | 0.00% | -25.0% |
| Q2 2020 | $1,322,000 | 0.0% | 43,689 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $1,322,000 | -13.9% | 43,689 | +7.6% | 0.01% | +25.0% |
| Q4 2019 | $1,536,000 | – | 40,612 | – | 0.00% | – |
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% |