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 | $866,281 | -3.4% | 17,236 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $896,917 | +11.3% | 17,212 | +2.8% | 0.01% | +16.7% |
| Q1 2023 | $805,983 | +5.8% | 16,739 | -1.2% | 0.01% | 0.0% |
| Q4 2022 | $762,000 | +2.1% | 16,945 | -4.7% | 0.01% | 0.0% |
| Q3 2022 | $746,000 | -19.4% | 17,773 | -14.9% | 0.01% | -25.0% |
| Q2 2022 | $926,000 | -34.4% | 20,886 | -21.4% | 0.01% | -20.0% |
| Q1 2022 | $1,411,000 | -20.7% | 26,562 | -16.6% | 0.01% | -16.7% |
| Q4 2021 | $1,779,000 | +193.6% | 31,860 | +165.5% | 0.01% | +200.0% |
| Q3 2021 | $606,000 | +4.3% | 12,000 | +4.0% | 0.00% | 0.0% |
| Q2 2021 | $581,000 | – | 11,535 | – | 0.00% | – |
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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% |