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 | $1,324,351 | -6.9% | 26,350 | -3.5% | 0.76% | -0.5% |
| Q2 2023 | $1,422,186 | +64.4% | 27,292 | +51.9% | 0.76% | +50.1% |
| Q1 2023 | $865,304 | +87.9% | 17,971 | +75.5% | 0.51% | +71.4% |
| Q4 2022 | $460,550 | +25.8% | 10,239 | +17.4% | 0.30% | +11.2% |
| Q3 2022 | $366,000 | +30.7% | 8,723 | +38.1% | 0.27% | +36.9% |
| Q2 2022 | $280,000 | -7.9% | 6,316 | +10.4% | 0.20% | +7.7% |
| Q1 2022 | $304,000 | +5.6% | 5,721 | +10.8% | 0.18% | +22.3% |
| Q4 2021 | $288,000 | +20.5% | 5,163 | +9.2% | 0.15% | +21.3% |
| Q3 2021 | $239,000 | +1.3% | 4,729 | +0.9% | 0.12% | 0.0% |
| Q2 2021 | $236,000 | – | 4,685 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |