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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,860,174 | +10.0% | 176,287 | +14.0% | 1.33% | +0.8% |
| Q2 2023 | $8,057,460 | +138.6% | 154,624 | +120.5% | 1.32% | +62.5% |
| Q1 2023 | $3,376,672 | +33.4% | 70,128 | +24.6% | 0.81% | +20.7% |
| Q4 2022 | $2,532,156 | +20.2% | 56,295 | +12.2% | 0.67% | +5.8% |
| Q3 2022 | $2,106,000 | -32.0% | 50,159 | -28.2% | 0.64% | -29.8% |
| Q2 2022 | $3,097,000 | -21.8% | 69,831 | -6.3% | 0.90% | -21.2% |
| Q1 2022 | $3,960,000 | +33.3% | 74,521 | +40.0% | 1.15% | +89.3% |
| Q4 2021 | $2,971,000 | – | 53,224 | – | 0.61% | – |
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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% |