SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,076,193 | -8.5% | 240,274 | -5.2% | 2.35% | -5.5% |
| Q2 2023 | $13,201,030 | -1.4% | 253,330 | -8.9% | 2.48% | -8.1% |
| Q1 2023 | $13,383,721 | +11.8% | 277,959 | +4.5% | 2.70% | +4.4% |
| Q4 2022 | $11,969,517 | +32.5% | 266,108 | +23.7% | 2.59% | +12.1% |
| Q3 2022 | $9,035,000 | +37.7% | 215,173 | +45.4% | 2.31% | +37.3% |
| Q2 2022 | $6,563,000 | +46.0% | 148,011 | +75.0% | 1.68% | +61.5% |
| Q1 2022 | $4,494,000 | – | 84,577 | – | 1.04% | – |
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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% |