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 | $79,930,361 | -1.4% | 1,590,337 | +2.2% | 26.26% | +0.8% |
| Q2 2023 | $81,096,026 | -6.8% | 1,556,247 | -13.8% | 26.07% | -8.0% |
| Q1 2023 | $86,971,439 | +51.6% | 1,806,260 | +41.6% | 28.34% | +42.4% |
| Q4 2022 | $57,368,911 | +273.3% | 1,275,432 | +248.5% | 19.91% | +230.3% |
| Q3 2022 | $15,367,000 | +1652.2% | 365,958 | +1750.9% | 6.03% | +1688.1% |
| Q2 2022 | $877,000 | +48.9% | 19,772 | +78.4% | 0.34% | +69.3% |
| Q1 2022 | $589,000 | +58.3% | 11,080 | +66.4% | 0.20% | +60.5% |
| Q4 2021 | $372,000 | +81.5% | 6,660 | +64.2% | 0.12% | +59.0% |
| Q3 2021 | $205,000 | – | 4,056 | – | 0.08% | – |
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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% |