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 | $9,204,309 | +3.8% | 183,134 | +7.6% | 0.36% | +6.8% |
| Q2 2023 | $8,866,161 | +6.7% | 170,143 | -1.4% | 0.34% | -1.5% |
| Q1 2023 | $8,307,120 | +9.5% | 172,526 | +2.3% | 0.34% | +0.3% |
| Q4 2022 | $7,588,769 | +13.5% | 168,714 | +6.0% | 0.34% | -1.2% |
| Q3 2022 | $6,686,000 | -4.8% | 159,230 | +0.5% | 0.34% | -26.0% |
| Q2 2022 | $7,026,000 | -11.8% | 158,453 | +5.6% | 0.46% | +4.3% |
| Q1 2022 | $7,969,000 | +18.7% | 149,988 | +24.7% | 0.45% | +25.6% |
| Q4 2021 | $6,716,000 | +9.1% | 120,291 | -1.4% | 0.36% | -2.5% |
| Q3 2021 | $6,157,000 | +1.8% | 122,020 | +1.6% | 0.36% | +1.4% |
| Q2 2021 | $6,047,000 | +9.0% | 120,152 | +0.9% | 0.36% | -5.5% |
| Q1 2021 | $5,548,000 | -7.9% | 119,028 | -13.2% | 0.38% | -15.2% |
| Q4 2020 | $6,026,000 | +10.9% | 137,082 | -0.7% | 0.45% | -4.9% |
| Q3 2020 | $5,432,000 | +12.8% | 138,036 | +3.9% | 0.47% | -0.4% |
| Q2 2020 | $4,817,000 | +15.4% | 132,874 | -3.7% | 0.47% | -16.4% |
| Q1 2020 | $4,175,000 | -34.0% | 138,025 | -17.5% | 0.57% | -15.9% |
| Q4 2019 | $6,330,000 | +23.0% | 167,365 | +13.4% | 0.67% | -1.0% |
| Q3 2019 | $5,145,000 | +5.8% | 147,647 | +4.9% | 0.68% | +7.6% |
| Q2 2019 | $4,863,000 | +73.1% | 140,796 | +66.5% | 0.63% | +51.9% |
| Q1 2019 | $2,810,000 | +18.3% | 84,567 | +4.0% | 0.42% | -11.1% |
| Q4 2018 | $2,376,000 | – | 81,328 | – | 0.47% | – |
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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% |