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 | $17,861,314 | -7.9% | 355,378 | -4.5% | 4.52% | -0.5% |
| Q2 2023 | $19,390,604 | +9.5% | 372,109 | +1.2% | 4.54% | +4.3% |
| Q1 2023 | $17,706,406 | +10.4% | 367,734 | +3.1% | 4.35% | +8.0% |
| Q4 2022 | $16,044,251 | +28.7% | 356,697 | +20.3% | 4.03% | +26.2% |
| Q3 2022 | $12,471,000 | -1.0% | 296,479 | +4.3% | 3.19% | +1.2% |
| Q2 2022 | $12,599,000 | +2024.6% | 284,155 | +2610.9% | 3.16% | +2153.6% |
| Q1 2022 | $593,000 | +124.6% | 10,482 | +121.4% | 0.14% | +122.2% |
| Q4 2021 | $264,000 | +153.8% | 4,734 | +130.5% | 0.06% | +133.3% |
| Q3 2021 | $104,000 | – | 2,054 | – | 0.03% | – |
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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% |