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 | $541,631 | 0.0% | 10,392 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $541,631 | -1.5% | 10,392 | -10.1% | 0.09% | +2.2% |
| Q1 2023 | $549,746 | +12.5% | 11,559 | +6.4% | 0.09% | +20.0% |
| Q4 2022 | $488,798 | +3.8% | 10,867 | -3.1% | 0.08% | +1.4% |
| Q3 2022 | $471,000 | -5.0% | 11,213 | +0.2% | 0.07% | -5.1% |
| Q2 2022 | $496,000 | -13.3% | 11,189 | +3.9% | 0.08% | -13.3% |
| Q1 2022 | $572,000 | +0.4% | 10,767 | +5.5% | 0.09% | +7.1% |
| Q4 2021 | $570,000 | -97.6% | 10,203 | -98.4% | 0.08% | -98.8% |
| Q4 2019 | $24,125,000 | – | 637,895 | – | 6.96% | – |
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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% |