SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,303,822 | +4.8% | 264,700 | +8.6% | 0.01% | 0.0% |
| Q2 2023 | $12,699,207 | +38.2% | 243,700 | +27.7% | 0.01% | +42.9% |
| Q1 2023 | $9,187,020 | +49.4% | 190,800 | +39.6% | 0.01% | +40.0% |
| Q4 2022 | $6,148,766 | +15.1% | 136,700 | +7.5% | 0.01% | 0.0% |
| Q3 2022 | $5,341,000 | +42.5% | 127,200 | +50.5% | 0.01% | +66.7% |
| Q2 2022 | $3,747,000 | -43.4% | 84,500 | -32.2% | 0.00% | -40.0% |
| Q1 2022 | $6,625,000 | -29.8% | 124,700 | -26.3% | 0.01% | -16.7% |
| Q4 2021 | $9,441,000 | +12.8% | 169,100 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $8,366,000 | -0.5% | 165,800 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $8,410,000 | +54.6% | 167,100 | +43.2% | 0.01% | +50.0% |
| Q1 2021 | $5,439,000 | -19.2% | 116,700 | -23.8% | 0.00% | -20.0% |
| Q4 2020 | $6,730,000 | +24.7% | 153,100 | +11.6% | 0.01% | 0.0% |
| Q3 2020 | $5,399,000 | +107.4% | 137,200 | +91.1% | 0.01% | +150.0% |
| Q2 2020 | $2,603,000 | – | 71,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |