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 | $7,746,296 | -7.0% | 154,125 | -3.5% | 4.31% | -4.6% |
| Q2 2023 | $8,325,209 | +7.4% | 159,762 | -0.8% | 4.52% | +4.8% |
| Q1 2023 | $7,751,791 | +2.9% | 160,993 | -3.9% | 4.31% | +4.5% |
| Q4 2022 | $7,533,882 | +4.8% | 167,496 | -2.1% | 4.13% | -1.8% |
| Q3 2022 | $7,186,000 | -3.5% | 171,159 | +1.9% | 4.20% | +1.8% |
| Q2 2022 | $7,448,000 | -13.6% | 167,984 | -2.0% | 4.13% | -4.5% |
| Q1 2022 | $8,624,000 | -19.9% | 171,365 | -11.1% | 4.32% | -3.8% |
| Q4 2021 | $10,764,000 | +12.6% | 192,800 | +1.8% | 4.49% | -6.1% |
| Q3 2021 | $9,556,000 | +0.3% | 189,381 | +0.1% | 4.79% | -1.8% |
| Q2 2021 | $9,524,000 | +6.1% | 189,231 | -1.8% | 4.87% | +0.8% |
| Q1 2021 | $8,978,000 | -16.0% | 192,624 | -20.8% | 4.84% | -15.5% |
| Q4 2020 | $10,688,000 | – | 243,141 | – | 5.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |