SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $24,714,000 | -17.7% | 557,366 | -1.4% | 0.00% | 0.0% |
| Q1 2022 | $30,031,000 | -14.6% | 565,244 | -10.2% | 0.00% | -50.0% |
| Q4 2021 | $35,162,000 | +7.3% | 629,797 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $32,761,000 | -11.5% | 649,245 | -11.7% | 0.00% | 0.0% |
| Q2 2021 | $37,011,000 | +44.4% | 735,371 | +33.7% | 0.00% | +100.0% |
| Q1 2021 | $25,630,000 | -4.9% | 549,873 | -10.4% | 0.00% | -50.0% |
| Q4 2020 | $26,963,000 | +14.7% | 613,364 | +2.7% | 0.00% | 0.0% |
| Q3 2020 | $23,510,000 | -22.4% | 597,455 | -28.5% | 0.00% | 0.0% |
| Q2 2020 | $30,306,000 | -2.4% | 836,038 | -18.5% | 0.00% | -33.3% |
| Q1 2020 | $31,038,000 | +37.5% | 1,026,058 | +71.9% | 0.00% | +50.0% |
| Q4 2019 | $22,569,000 | +4.1% | 596,736 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $21,683,000 | – | 622,167 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |