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 | $244,617 | -3.6% | 4,867 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $253,621 | +8.2% | 4,867 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,347 | +7.1% | 4,867 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $218,794 | -14.5% | 4,864 | -20.3% | 0.00% | -33.3% |
| Q3 2022 | $256,000 | +6.2% | 6,104 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $241,000 | -53.1% | 5,429 | -43.9% | 0.00% | -57.1% |
| Q1 2022 | $514,000 | -32.4% | 9,678 | -28.9% | 0.01% | -36.4% |
| Q4 2021 | $760,000 | -25.6% | 13,619 | -32.7% | 0.01% | -35.3% |
| Q3 2021 | $1,022,000 | +9190.9% | 20,245 | +9540.5% | 0.02% | – |
| Q2 2021 | $11,000 | -56.0% | 210 | -74.9% | 0.00% | -100.0% |
| Q1 2020 | $25,000 | – | 836 | – | 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% |