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 | $45,315,267 | +29.7% | 901,617 | +34.5% | 18.20% | +32.1% |
| Q2 2023 | $34,937,878 | +356.4% | 670,464 | +321.7% | 13.78% | +139.9% |
| Q1 2023 | $7,655,860 | +0.2% | 159,000 | -6.4% | 5.74% | -7.8% |
| Q4 2022 | $7,642,323 | +10.1% | 169,905 | +2.8% | 6.23% | +22.4% |
| Q3 2022 | $6,940,000 | -2.5% | 165,267 | +3.0% | 5.09% | +72.6% |
| Q2 2022 | $7,116,000 | -10.1% | 160,490 | +7.7% | 2.95% | +19.8% |
| Q1 2022 | $7,917,000 | -62.3% | 149,021 | -60.4% | 2.46% | -59.8% |
| Q4 2021 | $21,011,000 | – | 376,347 | – | 6.12% | – |
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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% |