SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,200 | -3.5% | 5,575 | 0.0% | 0.14% | -4.6% |
| Q2 2023 | $290,513 | +8.2% | 5,575 | 0.0% | 0.15% | +3.4% |
| Q1 2023 | $268,436 | +7.0% | 5,575 | 0.0% | 0.15% | -3.3% |
| Q4 2022 | $250,764 | +7.2% | 5,575 | 0.0% | 0.15% | +5.6% |
| Q3 2022 | $234,000 | -5.3% | 5,575 | 0.0% | 0.14% | -12.7% |
| Q2 2022 | $247,000 | -16.6% | 5,575 | 0.0% | 0.16% | -7.8% |
| Q1 2022 | $296,000 | -4.8% | 5,575 | 0.0% | 0.18% | -5.8% |
| Q4 2021 | $311,000 | +10.7% | 5,575 | 0.0% | 0.19% | +2.7% |
| Q3 2021 | $281,000 | 0.0% | 5,575 | 0.0% | 0.18% | -6.1% |
| Q2 2021 | $281,000 | -0.4% | 5,575 | -7.9% | 0.20% | 0.0% |
| Q1 2021 | $282,000 | – | 6,055 | – | 0.20% | – |
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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% |