SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,808,889 | -8.8% | 274,749 | -5.4% | 3.66% | -8.6% |
| Q2 2023 | $15,139,626 | +8.2% | 290,532 | -0.1% | 4.01% | +2.1% |
| Q1 2023 | $13,997,904 | +7.0% | 290,715 | -0.0% | 3.92% | +0.3% |
| Q4 2022 | $13,081,128 | +3.1% | 290,821 | -3.7% | 3.91% | -4.3% |
| Q3 2022 | $12,687,000 | -10.0% | 302,146 | -5.0% | 4.09% | -7.3% |
| Q2 2022 | $14,099,000 | -99.9% | 317,978 | +1.6% | 4.41% | -6.7% |
| Q1 2022 | $16,631,000,000 | +101469.6% | 313,016 | -3.8% | 4.73% | -21.2% |
| Q2 2021 | $16,374,000 | +8.3% | 325,250 | +0.2% | 6.00% | +2.1% |
| Q1 2021 | $15,126,000 | -3.1% | 324,515 | -8.6% | 5.88% | -12.7% |
| Q4 2020 | $15,610,000 | +4.3% | 355,097 | -6.6% | 6.73% | -16.0% |
| Q3 2020 | $14,967,000 | +14.2% | 380,346 | +5.2% | 8.02% | -30.6% |
| Q2 2020 | $13,109,000 | +15.8% | 361,628 | -3.4% | 11.54% | -4.5% |
| Q1 2020 | $11,319,000 | -10.7% | 374,193 | +11.6% | 12.09% | -1.1% |
| Q4 2019 | $12,680,000 | – | 335,261 | – | 12.22% | – |
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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% |