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 | $45,712,787 | +16.8% | 899,504 | +20.0% | 11.76% | +21.0% |
| Q2 2023 | $39,140,308 | +8.8% | 749,671 | +1.5% | 9.72% | +2.9% |
| Q1 2023 | $35,960,850 | +10.5% | 738,264 | +6.8% | 9.44% | +7.5% |
| Q4 2022 | $32,532,856 | +13.2% | 691,159 | +6.6% | 8.78% | -0.6% |
| Q3 2022 | $28,737,000 | -5.7% | 648,396 | +2.7% | 8.83% | +0.0% |
| Q2 2022 | $30,490,000 | -0.2% | 631,140 | +4.2% | 8.83% | +8.9% |
| Q1 2022 | $30,549,000 | +32.9% | 605,418 | +44.4% | 8.11% | +34.6% |
| Q4 2021 | $22,985,000 | +19.8% | 419,284 | +14.6% | 6.03% | +14.2% |
| Q3 2021 | $19,189,000 | +13.8% | 365,920 | +11.2% | 5.28% | +9.3% |
| Q2 2021 | $16,858,000 | +21.3% | 329,200 | +13.2% | 4.83% | +6.8% |
| Q1 2021 | $13,896,000 | +12.6% | 290,891 | +8.3% | 4.52% | +7.6% |
| Q4 2020 | $12,345,000 | – | 268,670 | – | 4.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |