SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $729,423 | +17.1% | 14,513 | +21.4% | 0.41% | +19.4% |
| Q2 2023 | $622,767 | +7.8% | 11,951 | -0.4% | 0.34% | +6.9% |
| Q1 2023 | $577,944 | +32.3% | 12,003 | +23.6% | 0.32% | +30.7% |
| Q4 2022 | $436,981 | +3.6% | 9,715 | -3.3% | 0.24% | -5.8% |
| Q3 2022 | $422,000 | -24.9% | 10,051 | -19.9% | 0.26% | -25.8% |
| Q2 2022 | $562,000 | -33.3% | 12,542 | -20.7% | 0.35% | -25.1% |
| Q1 2022 | $843,000 | -6.0% | 15,817 | -1.6% | 0.47% | -1.5% |
| Q4 2021 | $897,000 | +7.4% | 16,072 | -2.8% | 0.47% | +1.3% |
| Q3 2021 | $835,000 | -14.2% | 16,540 | -14.5% | 0.47% | -12.7% |
| Q2 2021 | $973,000 | -16.3% | 19,339 | -21.7% | 0.54% | -14.5% |
| Q1 2021 | $1,162,000 | -50.8% | 24,683 | -54.1% | 0.63% | -13.1% |
| Q4 2020 | $2,364,000 | +12.0% | 53,792 | +0.3% | 0.72% | +0.6% |
| Q3 2020 | $2,110,000 | -10.6% | 53,608 | -17.7% | 0.72% | -16.8% |
| Q2 2020 | $2,360,000 | +19.1% | 65,114 | -0.6% | 0.86% | +17.3% |
| Q1 2020 | $1,982,000 | -32.6% | 65,528 | -15.7% | 0.73% | -27.0% |
| Q4 2019 | $2,940,000 | +7.0% | 77,730 | -1.5% | 1.01% | +2.7% |
| Q3 2019 | $2,748,000 | +3.6% | 78,878 | +2.8% | 0.98% | -13.4% |
| Q2 2019 | $2,652,000 | +0.1% | 76,758 | -3.7% | 1.13% | -2.1% |
| Q1 2019 | $2,650,000 | – | 79,732 | – | 1.16% | – |
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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% |