SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,990 | -3.6% | 11,500 | 0.0% | 0.36% | +65.6% |
| Q2 2023 | $599,265 | +8.2% | 11,500 | 0.0% | 0.22% | +7.5% |
| Q1 2023 | $553,725 | +7.0% | 11,500 | 0.0% | 0.20% | +8.7% |
| Q4 2022 | $517,270 | +7.1% | 11,500 | 0.0% | 0.18% | +62.8% |
| Q3 2022 | $483,000 | -22.5% | 11,500 | -18.1% | 0.11% | -16.3% |
| Q2 2022 | $623,000 | -16.5% | 14,050 | 0.0% | 0.14% | +17.4% |
| Q1 2022 | $746,000 | -4.8% | 14,050 | 0.0% | 0.12% | +2.7% |
| Q4 2021 | $784,000 | +10.6% | 14,050 | 0.0% | 0.11% | +3.7% |
| Q3 2021 | $709,000 | +0.3% | 14,050 | 0.0% | 0.11% | +1.9% |
| Q2 2021 | $707,000 | +7.9% | 14,050 | 0.0% | 0.11% | +10.4% |
| Q1 2021 | $655,000 | – | 14,050 | – | 0.10% | – |
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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% |