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 | $2,999,517 | -3.6% | 59,680 | 0.0% | 0.21% | 0.0% |
| Q2 2023 | $3,109,925 | -5.4% | 59,680 | -12.6% | 0.21% | -11.0% |
| Q1 2023 | $3,288,645 | +7.0% | 68,300 | 0.0% | 0.24% | -13.5% |
| Q4 2022 | $3,072,134 | +7.1% | 68,300 | 0.0% | 0.27% | +10.5% |
| Q3 2022 | $2,868,000 | -5.3% | 68,300 | 0.0% | 0.25% | -0.8% |
| Q2 2022 | $3,028,000 | -73.3% | 68,300 | -68.0% | 0.25% | -71.3% |
| Q1 2022 | $11,349,000 | -87.1% | 213,608 | -87.1% | 0.87% | -87.3% |
| Q4 2021 | $87,938,000 | +28.9% | 1,649,559 | +22.0% | 6.87% | +21.5% |
| Q3 2021 | $68,206,000 | +1.3% | 1,351,687 | +1.0% | 5.66% | -0.4% |
| Q2 2021 | $67,331,000 | +13.8% | 1,337,785 | +3.4% | 5.68% | +2.3% |
| Q1 2021 | $59,172,000 | +10.8% | 1,293,842 | +6.5% | 5.55% | +18.5% |
| Q4 2020 | $53,416,000 | +25.8% | 1,215,109 | +12.6% | 4.68% | +20.0% |
| Q3 2020 | $42,463,000 | – | 1,079,100 | – | 3.90% | – |
Download | ||||||
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% |