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 | $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 | 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% |