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 | $39,360,014 | -7.8% | 783,128 | -4.4% | 0.01% | -11.1% |
| Q2 2023 | $42,698,777 | +253.1% | 819,397 | +226.2% | 0.01% | +200.0% |
| Q1 2023 | $12,093,739 | +9.6% | 251,168 | +2.3% | 0.00% | +50.0% |
| Q4 2022 | $11,038,497 | -1.4% | 245,409 | -7.9% | 0.00% | -33.3% |
| Q3 2022 | $11,193,000 | -7.3% | 266,560 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $12,071,000 | -10.3% | 272,246 | +7.5% | 0.00% | 0.0% |
| Q1 2022 | $13,454,000 | -8.1% | 253,227 | -3.4% | 0.00% | 0.0% |
| Q4 2021 | $14,641,000 | +18.8% | 262,235 | +7.4% | 0.00% | 0.0% |
| Q3 2021 | $12,319,000 | +73.4% | 244,133 | +73.0% | 0.00% | +50.0% |
| Q2 2021 | $7,103,000 | +50.2% | 141,128 | +39.1% | 0.00% | +100.0% |
| Q1 2021 | $4,728,000 | +7.2% | 101,444 | +1.1% | 0.00% | 0.0% |
| Q4 2020 | $4,410,000 | +11.7% | 100,328 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,948,000 | +8.6% | 100,328 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,637,000 | +20.0% | 100,328 | +0.1% | 0.00% | 0.0% |
| Q1 2020 | $3,031,000 | -46.6% | 100,200 | -33.2% | 0.00% | 0.0% |
| Q4 2019 | $5,673,000 | +1724.1% | 150,000 | +1581.8% | 0.00% | – |
| Q3 2019 | $311,000 | -99.4% | 8,919 | -99.4% | 0.00% | -100.0% |
| Q1 2019 | $49,459,000 | +13.6% | 1,488,391 | -0.2% | 0.02% | +7.1% |
| Q4 2018 | $43,549,000 | +2621.8% | 1,490,902 | +2782.5% | 0.01% | – |
| Q1 2018 | $1,600,000 | -1.6% | 51,722 | -0.4% | 0.00% | – |
| Q4 2017 | $1,626,000 | +73.0% | 51,932 | +551.8% | 0.00% | – |
| Q3 2017 | $940,000 | – | 7,967 | – | 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% |