SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,623,050 | -26.7% | 50,609 | -25.9% | 1.03% | -21.8% |
| Q2 2023 | $3,579,969 | +38.6% | 68,294 | +29.2% | 1.32% | +28.5% |
| Q1 2023 | $2,583,860 | +15.5% | 52,840 | +10.5% | 1.02% | -13.1% |
| Q4 2022 | $2,236,733 | -1.6% | 47,834 | -4.8% | 1.18% | -7.7% |
| Q3 2022 | $2,273,000 | +12.7% | 50,259 | +21.3% | 1.28% | +19.6% |
| Q2 2022 | $2,017,000 | +2.3% | 41,425 | +2.4% | 1.07% | -3.0% |
| Q1 2022 | $1,972,000 | +2.8% | 40,450 | +11.8% | 1.10% | -38.9% |
| Q4 2021 | $1,918,000 | +29.2% | 36,166 | +34.3% | 1.80% | +32.4% |
| Q3 2021 | $1,484,000 | -75.6% | 26,922 | -77.2% | 1.36% | +2.3% |
| Q2 2021 | $6,087,000 | +54.3% | 117,924 | +47.6% | 1.33% | +14.0% |
| Q1 2021 | $3,944,000 | -48.8% | 79,892 | -54.4% | 1.17% | -50.3% |
| Q4 2020 | $7,708,000 | +28.6% | 175,024 | +16.9% | 2.35% | -4.1% |
| Q3 2020 | $5,995,000 | – | 149,755 | – | 2.45% | – |
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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% |