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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,284,000 | +31.4% | 49,000 | +24.0% | 0.10% | +25.3% |
| Q4 2020 | $1,738,000 | -0.8% | 39,530 | -11.2% | 0.08% | -12.2% |
| Q3 2020 | $1,752,000 | +8.6% | 44,530 | 0.0% | 0.09% | +5.9% |
| Q2 2020 | $1,614,000 | +19.8% | 44,530 | 0.0% | 0.08% | +3.7% |
| Q1 2020 | $1,347,000 | -20.0% | 44,530 | 0.0% | 0.08% | +1.2% |
| Q4 2019 | $1,684,000 | +472.8% | 44,530 | +428.2% | 0.08% | +440.0% |
| Q3 2019 | $294,000 | +3.9% | 8,430 | +3.0% | 0.02% | 0.0% |
| Q2 2019 | $283,000 | -39.9% | 8,185 | -42.2% | 0.02% | -40.0% |
| Q1 2019 | $471,000 | +88.4% | 14,170 | +65.8% | 0.02% | +66.7% |
| Q4 2018 | $250,000 | -14.1% | 8,545 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $291,000 | – | 8,545 | – | 0.02% | – |
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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% |