SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,637,573 | -2.3% | 72,375 | +1.3% | 5.68% | +12.3% |
| Q2 2023 | $3,722,071 | +7.4% | 71,427 | -0.8% | 5.06% | +13.1% |
| Q1 2023 | $3,465,510 | +4.4% | 71,973 | -2.5% | 4.47% | +25.4% |
| Q4 2022 | $3,318,817 | +30.9% | 73,784 | +23.5% | 3.57% | +28.0% |
| Q3 2022 | $2,536,000 | -3.2% | 59,765 | +0.7% | 2.78% | +0.5% |
| Q2 2022 | $2,620,000 | -20.4% | 59,349 | -4.3% | 2.77% | +8.3% |
| Q1 2022 | $3,293,000 | -5.8% | 61,989 | -1.0% | 2.56% | -0.9% |
| Q4 2021 | $3,496,000 | +437.8% | 62,623 | +386.5% | 2.58% | +391.6% |
| Q3 2021 | $650,000 | +5.7% | 12,873 | +5.7% | 0.52% | +4.0% |
| Q2 2021 | $615,000 | +8.5% | 12,178 | +0.2% | 0.50% | +1.0% |
| Q1 2021 | $567,000 | +3.8% | 12,155 | -2.2% | 0.50% | -1.6% |
| Q4 2020 | $546,000 | +7.9% | 12,430 | -3.3% | 0.51% | -3.4% |
| Q3 2020 | $506,000 | +1.2% | 12,860 | -6.7% | 0.53% | -10.4% |
| Q2 2020 | $500,000 | +83.8% | 13,790 | +53.4% | 0.59% | +120.7% |
| Q1 2020 | $272,000 | -23.4% | 8,988 | -4.3% | 0.27% | -1.5% |
| Q4 2019 | $355,000 | +14.1% | 9,393 | +3.8% | 0.27% | +29.8% |
| Q3 2019 | $311,000 | – | 9,048 | – | 0.21% | – |
Download | ||||||
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% |