SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,767,203 | -1.3% | 94,851 | +2.3% | 0.10% | +1.0% |
| Q2 2023 | $4,830,325 | +19.9% | 92,695 | +10.8% | 0.10% | +12.6% |
| Q1 2023 | $4,027,744 | +74.5% | 83,650 | +63.0% | 0.09% | +64.2% |
| Q4 2022 | $2,308,237 | +332.3% | 51,317 | +303.3% | 0.05% | +381.8% |
| Q3 2022 | $534,000 | -7.9% | 12,724 | -2.7% | 0.01% | 0.0% |
| Q2 2022 | $580,000 | +35.2% | 13,076 | +62.1% | 0.01% | +37.5% |
| Q1 2022 | $429,000 | -13.0% | 8,068 | -8.7% | 0.01% | 0.0% |
| Q4 2021 | $493,000 | – | 8,836 | – | 0.01% | – |
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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% |