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 | $34,847,535 | -31.8% | 693,345 | -29.3% | 2.26% | -27.6% |
| Q2 2023 | $51,094,695 | +95.6% | 980,516 | +80.8% | 3.12% | +84.2% |
| Q1 2023 | $26,117,267 | +10.7% | 542,415 | +3.4% | 1.69% | +1.6% |
| Q4 2022 | $23,598,413 | +206450.7% | 524,642 | +92.8% | 1.66% | +86.5% |
| Q3 2022 | $11,425 | +1516.0% | 272,089 | +1605.2% | 0.89% | +1494.6% |
| Q2 2022 | $707 | +1.1% | 15,956 | +21.3% | 0.06% | +19.1% |
| Q1 2022 | $699 | +70.5% | 13,151 | +79.0% | 0.05% | +46.9% |
| Q4 2021 | $410 | – | 7,345 | – | 0.03% | – |
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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% |