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 | $227,829 | -36.6% | 4,533 | -34.3% | 0.02% | -40.0% |
| Q2 2023 | $359,322 | +5.8% | 6,895 | -2.2% | 0.04% | -4.8% |
| Q1 2023 | $339,570 | +28.6% | 7,052 | +20.1% | 0.04% | +5.0% |
| Q4 2022 | $264,130 | +32.7% | 5,872 | +23.4% | 0.04% | -13.0% |
| Q3 2022 | $199,000 | +541.9% | 4,760 | +585.9% | 0.05% | +475.0% |
| Q2 2022 | $31,000 | -11.4% | 694 | +3.9% | 0.01% | -11.1% |
| Q1 2022 | $35,000 | +40.0% | 668 | +50.8% | 0.01% | +28.6% |
| Q4 2021 | $25,000 | – | 443 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |