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 | $3,400,334 | +107.0% | 67,655 | +114.6% | 0.04% | +100.0% |
| Q2 2023 | $1,643,016 | +9.5% | 31,530 | +1.2% | 0.02% | +5.6% |
| Q1 2023 | $1,500,870 | -3.0% | 31,171 | -9.4% | 0.02% | -14.3% |
| Q4 2022 | $1,547,709 | +44.1% | 34,409 | +34.6% | 0.02% | +31.2% |
| Q3 2022 | $1,074,000 | -13.1% | 25,569 | -8.3% | 0.02% | -15.8% |
| Q2 2022 | $1,236,000 | +2.1% | 27,887 | +22.7% | 0.02% | +11.8% |
| Q1 2022 | $1,210,000 | +40.2% | 22,719 | +47.0% | 0.02% | +30.8% |
| Q4 2021 | $863,000 | +25.4% | 15,455 | +13.2% | 0.01% | +18.2% |
| Q3 2021 | $688,000 | +58.2% | 13,652 | +58.6% | 0.01% | +37.5% |
| Q2 2021 | $435,000 | +71.9% | 8,606 | +58.3% | 0.01% | +60.0% |
| Q1 2021 | $253,000 | – | 5,435 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |