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 | $99,590,743 | +114.4% | 1,981,511 | +122.3% | 9.21% | +74.9% |
| Q2 2023 | $46,444,523 | +19.8% | 891,279 | +10.7% | 5.27% | -23.7% |
| Q1 2023 | $38,770,176 | +8.4% | 805,196 | +1.3% | 6.90% | +45.9% |
| Q4 2022 | $35,750,221 | +13.8% | 794,803 | +6.2% | 4.73% | +23.2% |
| Q3 2022 | $31,421,000 | -4.5% | 748,293 | +0.8% | 3.84% | -2.5% |
| Q2 2022 | $32,917,000 | -15.7% | 742,371 | +1.1% | 3.94% | -16.9% |
| Q1 2022 | $39,026,000 | -27.0% | 734,542 | -23.3% | 4.74% | -56.6% |
| Q4 2021 | $53,441,000 | – | 957,216 | – | 10.94% | – |
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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% |