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 | $12,292 | -9.7% | 244,577 | -6.2% | 5.49% | -14.9% |
| Q2 2023 | $13,606 | +10.4% | 260,632 | +1.9% | 6.44% | +9.8% |
| Q1 2023 | $12,319 | -2.1% | 255,852 | -8.5% | 5.87% | -3.5% |
| Q4 2022 | $12,581 | -99.9% | 279,693 | +0.1% | 6.08% | +1.2% |
| Q3 2022 | $11,730,000 | -5.7% | 279,342 | -0.4% | 6.01% | -3.7% |
| Q2 2022 | $12,436,000 | -13.2% | 280,471 | +4.0% | 6.23% | +1.9% |
| Q1 2022 | $14,328,000 | -12.2% | 269,687 | -7.8% | 6.12% | -8.0% |
| Q4 2021 | $16,323,000 | +19.3% | 292,370 | +7.8% | 6.64% | +12.2% |
| Q3 2021 | $13,681,000 | +1620.9% | 271,126 | +1615.4% | 5.92% | +1271.1% |
| Q2 2021 | $795,000 | -91.9% | 15,805 | -92.5% | 0.43% | -90.9% |
| Q1 2021 | $9,809,000 | +95.8% | 210,461 | +84.6% | 4.74% | +97.1% |
| Q4 2020 | $5,010,000 | – | 113,988 | – | 2.41% | – |
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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% |