SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $371,214 | +147794.0% | 7,123 | +36.6% | 0.00% | 0.0% |
| Q1 2023 | $251 | +44.3% | 5,213 | +34.3% | 0.00% | 0.0% |
| Q4 2022 | $174 | -99.9% | 3,882 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $154,000 | +42.6% | 3,674 | +49.6% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | -28.5% | 2,456 | -13.8% | 0.00% | 0.0% |
| Q1 2022 | $151,000 | +5.6% | 2,848 | +10.8% | 0.00% | 0.0% |
| Q4 2021 | $143,000 | +240.5% | 2,570 | +202.4% | 0.00% | – |
| Q3 2021 | $42,000 | 0.0% | 850 | 0.0% | 0.00% | – |
| Q2 2021 | $42,000 | +7.7% | 850 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | -2.5% | 850 | -7.3% | 0.00% | – |
| Q4 2020 | $40,000 | +11.1% | 917 | 0.0% | 0.00% | – |
| Q3 2020 | $36,000 | – | 917 | – | 0.00% | – |
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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% |