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 | $2,972,189 | +5.6% | 59,136 | +9.5% | 0.72% | +6.2% |
| Q2 2023 | $2,814,165 | +14.9% | 54,004 | +5.7% | 0.68% | +10.0% |
| Q1 2023 | $2,448,184 | +9.0% | 51,100 | +2.4% | 0.62% | -11.9% |
| Q4 2022 | $2,245,666 | +4.9% | 49,926 | -2.0% | 0.70% | -5.6% |
| Q3 2022 | $2,140,000 | +5.7% | 50,962 | +11.6% | 0.75% | +9.7% |
| Q2 2022 | $2,024,000 | -16.3% | 45,645 | +0.3% | 0.68% | -17.1% |
| Q1 2022 | $2,418,000 | +14.5% | 45,518 | +20.3% | 0.82% | +23.3% |
| Q4 2021 | $2,112,000 | +24.3% | 37,823 | +12.4% | 0.66% | +15.1% |
| Q3 2021 | $1,699,000 | +0.5% | 33,661 | +0.2% | 0.58% | -2.4% |
| Q2 2021 | $1,691,000 | +15.0% | 33,595 | +6.5% | 0.59% | +9.8% |
| Q1 2021 | $1,470,000 | +19.2% | 31,534 | +12.4% | 0.54% | +19.5% |
| Q4 2020 | $1,233,000 | +19.2% | 28,046 | +6.8% | 0.45% | +12.8% |
| Q3 2020 | $1,034,000 | +19.0% | 26,269 | +9.6% | 0.40% | +10.2% |
| Q2 2020 | $869,000 | +55.7% | 23,973 | +30.0% | 0.36% | +33.9% |
| Q1 2020 | $558,000 | -11.7% | 18,444 | +10.3% | 0.27% | -33.9% |
| Q4 2019 | $632,000 | – | 16,723 | – | 0.41% | – |
Download | ||||||
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% |