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 | $2,818,226 | +3.9% | 56,073 | +7.7% | 1.62% | +10.3% |
| Q2 2023 | $2,712,537 | +11.9% | 52,054 | +3.4% | 1.46% | -0.7% |
| Q1 2023 | $2,423,030 | +3.3% | 50,323 | -3.5% | 1.48% | -12.0% |
| Q4 2022 | $2,346,015 | +6.4% | 52,157 | -0.6% | 1.68% | -12.2% |
| Q3 2022 | $2,204,000 | -2.8% | 52,488 | +2.7% | 1.91% | +3.1% |
| Q2 2022 | $2,267,000 | -35.2% | 51,128 | -22.3% | 1.85% | -0.6% |
| Q1 2022 | $3,497,000 | +2.6% | 65,810 | +7.8% | 1.86% | +20.8% |
| Q4 2021 | $3,407,000 | +50.7% | 61,020 | +36.2% | 1.54% | +52.5% |
| Q3 2021 | $2,261,000 | +17.2% | 44,807 | +16.9% | 1.01% | +20.1% |
| Q2 2021 | $1,929,000 | +4.6% | 38,332 | -3.1% | 0.84% | -13.0% |
| Q1 2021 | $1,845,000 | +7.6% | 39,577 | +1.5% | 0.97% | -7.7% |
| Q4 2020 | $1,714,000 | – | 38,980 | – | 1.05% | – |
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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% |