SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,465,475 | +49.6% | 108,744 | +55.1% | 3.56% | +48.7% |
| Q2 2023 | $3,653,923 | +77.3% | 70,119 | +80.7% | 2.40% | +78.5% |
| Q1 2022 | $2,061,000 | -37.5% | 38,797 | -40.6% | 1.34% | -43.0% |
| Q3 2021 | $3,298,000 | +90.3% | 65,362 | +89.8% | 2.35% | +96.6% |
| Q2 2021 | $1,733,000 | +147.6% | 34,442 | +93.5% | 1.20% | +117.6% |
| Q3 2020 | $700,000 | +35.7% | 17,799 | +4.4% | 0.55% | +2.4% |
| Q2 2020 | $516,000 | -0.8% | 17,048 | -0.8% | 0.54% | +0.2% |
| Q1 2020 | $520,000 | -7.1% | 17,187 | +16.1% | 0.54% | +874.5% |
| Q4 2019 | $560,000 | +16.2% | 14,800 | +6.0% | 0.06% | +5.8% |
| Q3 2019 | $482,000 | -4.2% | 13,960 | -7.8% | 0.05% | -14.8% |
| Q2 2019 | $503,000 | – | 15,133 | – | 0.06% | – |
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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% |