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 | $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 | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |