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 | $309,300 | -51.2% | 6,154 | -49.4% | 0.09% | -49.7% |
| Q2 2023 | $633,345 | +8.2% | 12,154 | 0.0% | 0.19% | +3.3% |
| Q1 2023 | $585,215 | +7.0% | 12,154 | 0.0% | 0.18% | +1.1% |
| Q4 2022 | $546,687 | +7.2% | 12,154 | 0.0% | 0.18% | -1.6% |
| Q3 2022 | $510,000 | -5.4% | 12,154 | 0.0% | 0.18% | -1.1% |
| Q2 2022 | $539,000 | -22.6% | 12,154 | -7.2% | 0.18% | -8.9% |
| Q1 2022 | $696,000 | +1.3% | 13,094 | +6.4% | 0.20% | +5.2% |
| Q4 2021 | $687,000 | +10.8% | 12,310 | 0.0% | 0.19% | -9.0% |
| Q3 2021 | $620,000 | 0.0% | 12,310 | 0.0% | 0.21% | +0.5% |
| Q2 2021 | $620,000 | +8.0% | 12,310 | 0.0% | 0.21% | +0.5% |
| Q1 2021 | $574,000 | -5.4% | 12,310 | -10.9% | 0.21% | -14.3% |
| Q4 2020 | $607,000 | -29.3% | 13,810 | -36.7% | 0.24% | -37.6% |
| Q3 2020 | $858,000 | +76.2% | 21,810 | +62.3% | 0.39% | +63.6% |
| Q2 2020 | $487,000 | – | 13,440 | – | 0.24% | – |
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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% |