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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $375,713 | -90.0% | 7,210 | -91.3% | 0.13% | -91.5% |
| Q4 2022 | $3,745,192 | +6.7% | 83,263 | -0.4% | 1.50% | -13.3% |
| Q3 2022 | $3,509,000 | -25.0% | 83,578 | -20.8% | 1.73% | -20.6% |
| Q2 2022 | $4,681,000 | +0.5% | 105,571 | +20.4% | 2.18% | +18.5% |
| Q1 2022 | $4,660,000 | -3.5% | 87,704 | +1.4% | 1.84% | +32.4% |
| Q4 2021 | $4,829,000 | +103.4% | 86,492 | +83.9% | 1.39% | +98.4% |
| Q3 2021 | $2,374,000 | +260.2% | 47,042 | +259.1% | 0.70% | +118.4% |
| Q2 2021 | $659,000 | +9314.3% | 13,100 | +8575.5% | 0.32% | +15900.0% |
| Q1 2021 | $7,000 | -99.8% | 151 | -99.8% | 0.00% | -99.9% |
| Q4 2020 | $2,803,000 | +110.1% | 63,770 | +88.1% | 1.85% | +173.0% |
| Q3 2020 | $1,334,000 | – | 33,900 | – | 0.68% | – |
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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% |