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 | $9,171,262 | +27.7% | 182,476 | +32.4% | 0.02% | +25.0% |
| Q2 2023 | $7,182,962 | +15.6% | 137,842 | +6.8% | 0.01% | +9.1% |
| Q1 2023 | $6,215,408 | +83.4% | 129,084 | +71.4% | 0.01% | +83.3% |
| Q4 2022 | $3,388,145 | +3.3% | 75,326 | -3.5% | 0.01% | 0.0% |
| Q3 2022 | $3,279,000 | +34.3% | 78,097 | +41.9% | 0.01% | +50.0% |
| Q2 2022 | $2,441,000 | +26.5% | 55,043 | +51.6% | 0.00% | +33.3% |
| Q1 2022 | $1,929,000 | +4.4% | 36,302 | +9.7% | 0.00% | 0.0% |
| Q4 2021 | $1,847,000 | +3.2% | 33,083 | -6.7% | 0.00% | 0.0% |
| Q3 2021 | $1,789,000 | -15.1% | 35,450 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $2,107,000 | +9.8% | 41,865 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $1,919,000 | -1.2% | 41,173 | -6.8% | 0.00% | -25.0% |
| Q4 2020 | $1,942,000 | +29.2% | 44,182 | +15.7% | 0.00% | +33.3% |
| Q3 2020 | $1,503,000 | +9.9% | 38,198 | +1.3% | 0.00% | 0.0% |
| Q2 2020 | $1,367,000 | -44.5% | 37,709 | -53.7% | 0.00% | -50.0% |
| Q1 2020 | $2,463,000 | -40.1% | 81,443 | -25.1% | 0.01% | -25.0% |
| Q4 2019 | $4,114,000 | – | 108,760 | – | 0.01% | – |
Download | ||||||
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% |