SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,142,731 | -7.5% | 42,633 | -4.1% | 0.00% | – |
| Q2 2023 | $2,315,982 | +15.6% | 44,444 | +6.8% | 0.00% | – |
| Q1 2023 | $2,002,790 | -29.4% | 41,595 | -34.1% | 0.00% | -100.0% |
| Q4 2022 | $2,837,395 | +4.2% | 63,081 | -2.7% | 0.00% | 0.0% |
| Q3 2022 | $2,723,000 | -3.1% | 64,845 | +2.3% | 0.00% | 0.0% |
| Q2 2022 | $2,810,000 | -31.9% | 63,376 | -18.4% | 0.00% | 0.0% |
| Q1 2022 | $4,128,000 | -17.9% | 77,701 | -13.7% | 0.00% | 0.0% |
| Q4 2021 | $5,025,000 | -39.3% | 90,008 | -45.1% | 0.00% | -50.0% |
| Q3 2021 | $8,275,000 | +119.8% | 163,995 | +119.2% | 0.00% | +100.0% |
| Q2 2021 | $3,765,000 | +15.3% | 74,805 | +6.7% | 0.00% | 0.0% |
| Q1 2021 | $3,266,000 | -7.8% | 70,077 | -13.1% | 0.00% | 0.0% |
| Q4 2020 | $3,543,000 | -0.6% | 80,606 | -11.0% | 0.00% | 0.0% |
| Q3 2020 | $3,564,000 | – | 90,579 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |