SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,295,975 | +11.3% | 85,475 | +15.4% | 0.45% | +14.8% |
| Q2 2023 | $3,860,309 | -1.3% | 74,080 | -73.5% | 0.39% | +80.3% |
| Q1 2023 | $3,911,036 | +30.0% | 279,084 | +317.1% | 0.22% | +62.7% |
| Q4 2022 | $3,009,307 | +24.5% | 66,903 | +16.2% | 0.13% | -6.3% |
| Q3 2022 | $2,418,000 | -13.3% | 57,583 | -7.5% | 0.14% | -42.3% |
| Q2 2022 | $2,788,000 | -14.8% | 62,240 | +1.1% | 0.25% | +34.8% |
| Q1 2022 | $3,272,000 | -0.2% | 61,589 | +4.9% | 0.18% | -33.6% |
| Q4 2021 | $3,279,000 | -69.9% | 58,731 | -74.8% | 0.28% | -68.2% |
| Q1 2021 | $10,878,000 | -14.4% | 233,379 | -19.3% | 0.87% | -25.9% |
| Q4 2020 | $12,715,000 | – | 289,247 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |