SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,413,287 | +42.8% | 28,120 | +48.0% | 0.04% | +72.7% |
| Q2 2023 | $989,857 | +45.6% | 18,996 | +34.6% | 0.02% | +22.2% |
| Q1 2023 | $679,798 | -31.1% | 14,118 | -35.6% | 0.02% | -35.7% |
| Q4 2022 | $986,291 | +78.4% | 21,927 | +66.6% | 0.03% | +64.7% |
| Q3 2022 | $553,000 | +88.1% | 13,164 | +99.2% | 0.02% | +41.7% |
| Q2 2022 | $294,000 | -22.2% | 6,610 | -7.0% | 0.01% | 0.0% |
| Q1 2022 | $378,000 | -25.1% | 7,106 | -21.3% | 0.01% | -20.0% |
| Q4 2021 | $505,000 | +41.9% | 9,027 | +28.1% | 0.02% | +36.4% |
| Q3 2021 | $356,000 | +1773.7% | 7,048 | +3424.0% | 0.01% | – |
| Q4 2014 | $19,000 | -99.9% | 200 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $18,490,000 | – | 200 | – | 0.00% | – |
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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% |