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 | $1,191,363 | +47.4% | 23,704 | +52.8% | 0.11% | +20.2% |
| Q2 2023 | $808,330 | +17.2% | 15,512 | +8.3% | 0.09% | +14.6% |
| Q1 2023 | $689,556 | +56.0% | 14,321 | +45.7% | 0.08% | +39.0% |
| Q4 2022 | $441,956 | +7.8% | 9,826 | +0.6% | 0.06% | -4.8% |
| Q3 2022 | $410,000 | -5.3% | 9,770 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $433,000 | -30.7% | 9,770 | -16.9% | 0.06% | -22.0% |
| Q1 2022 | $625,000 | -2.2% | 11,760 | +2.7% | 0.08% | -3.5% |
| Q4 2021 | $639,000 | – | 11,453 | – | 0.08% | – |
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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% |