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 | $195,059 | -2.3% | 3,881 | +1.3% | 0.07% | 0.0% |
| Q2 2023 | $199,633 | +2.3% | 3,831 | -5.5% | 0.07% | -7.0% |
| Q1 2023 | $195,200 | -12.4% | 4,054 | -23.6% | 0.07% | -32.4% |
| Q4 2022 | $222,883 | -0.1% | 5,308 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $223,000 | -1.3% | 5,308 | +5.4% | 0.10% | -13.9% |
| Q2 2022 | $226,000 | +22.2% | 5,036 | +44.6% | 0.12% | +32.6% |
| Q1 2022 | $185,000 | +33.1% | 3,482 | +39.6% | 0.09% | +31.4% |
| Q4 2021 | $139,000 | +24.1% | 2,495 | +12.6% | 0.07% | +11.1% |
| Q3 2021 | $112,000 | +7.7% | 2,215 | +9.8% | 0.06% | +8.6% |
| Q2 2021 | $104,000 | +65.1% | 2,017 | +48.7% | 0.06% | +38.1% |
| Q1 2021 | $63,000 | +16.7% | 1,356 | +10.5% | 0.04% | +5.0% |
| Q4 2020 | $54,000 | +260.0% | 1,227 | +149.4% | 0.04% | +166.7% |
| Q1 2020 | $15,000 | – | 492 | – | 0.02% | – |
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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% |