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 | $3,664,770 | -42.7% | 72,916 | -40.6% | 0.60% | -10.1% |
| Q2 2023 | $6,398,363 | +13.4% | 122,786 | +4.8% | 0.67% | +6.0% |
| Q1 2023 | $5,643,232 | +2.0% | 117,201 | -4.7% | 0.63% | -7.0% |
| Q4 2022 | $5,534,520 | +18.9% | 123,044 | +11.0% | 0.68% | +7.6% |
| Q3 2022 | $4,654,000 | -8.5% | 110,841 | -3.4% | 0.63% | -4.9% |
| Q2 2022 | $5,088,000 | -15.5% | 114,743 | +1.3% | 0.67% | +0.2% |
| Q1 2022 | $6,019,000 | +22.2% | 113,291 | +28.5% | 0.67% | +25.9% |
| Q4 2021 | $4,924,000 | +16.6% | 88,193 | +5.4% | 0.53% | -5.2% |
| Q3 2021 | $4,222,000 | +44.5% | 83,680 | +44.1% | 0.56% | +18.5% |
| Q2 2021 | $2,922,000 | +25.1% | 58,059 | +15.9% | 0.47% | -1.5% |
| Q1 2021 | $2,335,000 | +4.7% | 50,103 | -1.3% | 0.48% | -30.6% |
| Q4 2020 | $2,231,000 | – | 50,758 | – | 0.69% | – |
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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% |