SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,992,689 | +11.7% | 298,302 | +15.8% | 0.27% | +10.3% |
| Q2 2023 | $13,419,986 | +67.0% | 257,532 | +54.3% | 0.24% | +59.2% |
| Q1 2023 | $8,036,455 | +26.9% | 166,905 | +18.5% | 0.15% | +16.9% |
| Q4 2022 | $6,334,365 | +21.3% | 140,826 | +13.3% | 0.13% | +13.0% |
| Q3 2022 | $5,220,000 | +13.7% | 124,318 | +20.0% | 0.12% | +19.8% |
| Q2 2022 | $4,593,000 | -34.8% | 103,594 | -21.9% | 0.10% | -22.0% |
| Q1 2022 | $7,045,000 | -16.6% | 132,594 | -12.3% | 0.12% | -18.0% |
| Q4 2021 | $8,443,000 | +79.6% | 151,223 | +62.3% | 0.15% | +76.5% |
| Q3 2021 | $4,702,000 | +4.1% | 93,186 | +3.8% | 0.08% | -2.3% |
| Q2 2021 | $4,517,000 | +10.1% | 89,757 | +2.0% | 0.09% | -4.4% |
| Q1 2021 | $4,101,000 | +6.9% | 87,992 | +0.9% | 0.09% | -2.2% |
| Q4 2020 | $3,835,000 | +11.4% | 87,245 | -0.3% | 0.09% | -11.4% |
| Q3 2020 | $3,444,000 | +718.1% | 87,526 | +528.7% | 0.10% | +228.1% |
| Q1 2020 | $421,000 | -99.4% | 13,921 | -99.3% | 0.03% | -98.3% |
| Q4 2019 | $70,208,000 | +12.3% | 1,856,375 | +3.5% | 1.90% | -14.6% |
| Q3 2019 | $62,514,000 | +2.9% | 1,793,792 | +0.1% | 2.23% | -1.7% |
| Q2 2019 | $60,776,000 | +44.8% | 1,792,278 | +41.9% | 2.27% | +27.6% |
| Q1 2019 | $41,961,000 | +20269.4% | 1,262,749 | +20744.3% | 1.78% | +22100.0% |
| Q3 2018 | $206,000 | – | 6,058 | – | 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% |