SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,487,703 | -6.7% | 29,600 | -3.3% | 0.19% | -5.1% |
| Q2 2023 | $1,594,743 | +8.8% | 30,603 | +0.5% | 0.20% | -7.5% |
| Q1 2023 | $1,465,887 | +24.5% | 30,444 | +16.3% | 0.21% | +27.7% |
| Q4 2022 | $1,177,298 | +74.9% | 26,174 | +96.1% | 0.17% | +80.4% |
| Q3 2021 | $673,000 | -1.0% | 13,348 | +0.0% | 0.09% | -3.2% |
| Q2 2021 | $680,000 | +29.3% | 13,347 | +18.1% | 0.10% | +9.2% |
| Q1 2021 | $526,000 | – | 11,304 | – | 0.09% | – |
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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% |