SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 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 | 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% |