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 | $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 | 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% |