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 | $4,615,193 | -5.1% | 91,826 | -1.6% | 0.20% | -1.5% |
| Q2 2023 | $4,860,751 | +3.6% | 93,279 | -4.3% | 0.21% | -3.3% |
| Q1 2023 | $4,692,214 | +53556.0% | 97,450 | -49.9% | 0.21% | -9.4% |
| Q4 2022 | $8,745 | -99.7% | 194,410 | +181.0% | 0.24% | +20.5% |
| Q3 2022 | $2,906,000 | -13.2% | 69,197 | -8.3% | 0.20% | -21.1% |
| Q2 2022 | $3,348,000 | +229.2% | 75,497 | +294.4% | 0.25% | +341.1% |
| Q1 2022 | $1,017,000 | -38.8% | 19,143 | -35.7% | 0.06% | -33.3% |
| Q4 2021 | $1,661,000 | +34.3% | 29,753 | +21.4% | 0.08% | +23.5% |
| Q3 2021 | $1,237,000 | +1.2% | 24,513 | +1.0% | 0.07% | +1.5% |
| Q2 2021 | $1,222,000 | +8.0% | 24,276 | +0.1% | 0.07% | 0.0% |
| Q1 2021 | $1,131,000 | +77.6% | 24,256 | +67.5% | 0.07% | +71.8% |
| Q4 2020 | $637,000 | +60.9% | 14,480 | +44.0% | 0.04% | +39.3% |
| Q3 2020 | $396,000 | +36.6% | 10,056 | +25.8% | 0.03% | +33.3% |
| Q2 2020 | $290,000 | +20.8% | 7,993 | +0.9% | 0.02% | -8.7% |
| Q1 2020 | $240,000 | – | 7,921 | – | 0.02% | – |
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% |