SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,446,307 | +21.5% | 347,121 | +26.2% | 27.51% | +27.9% |
| Q2 2023 | $14,357,897 | +8.3% | 275,003 | -0.2% | 21.50% | -0.1% |
| Q1 2023 | $13,262,914 | -7.4% | 275,452 | -13.5% | 21.54% | +10.2% |
| Q4 2022 | $14,319,003 | +5.3% | 318,342 | -1.7% | 19.54% | +42.3% |
| Q3 2022 | $13,592,000 | +1.9% | 323,687 | +7.6% | 13.74% | -1.2% |
| Q2 2022 | $13,335,000 | -9.1% | 300,751 | +8.9% | 13.90% | +3.7% |
| Q1 2022 | $14,673,000 | +41.9% | 276,176 | +49.2% | 13.41% | +42.7% |
| Q4 2021 | $10,337,000 | +27.2% | 185,158 | +15.0% | 9.40% | +18.0% |
| Q3 2021 | $8,127,000 | +15.4% | 161,052 | +15.1% | 7.96% | +17.7% |
| Q2 2021 | $7,043,000 | +13.0% | 139,930 | +4.7% | 6.77% | +5.7% |
| Q1 2021 | $6,230,000 | +33.5% | 133,662 | +25.9% | 6.40% | +27.6% |
| Q4 2020 | $4,668,000 | – | 106,181 | – | 5.02% | – |
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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% |