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 | $503,744 | +80.2% | 10,023 | +86.9% | 0.44% | +92.2% |
| Q2 2023 | $279,498 | +8.6% | 5,364 | +0.4% | 0.23% | +0.4% |
| Q1 2023 | $257,320 | +7.4% | 5,344 | +0.4% | 0.23% | +2.7% |
| Q4 2022 | $239,519 | +7.4% | 5,325 | +0.2% | 0.22% | -2.6% |
| Q3 2022 | $223,000 | -5.1% | 5,316 | +0.4% | 0.23% | +0.9% |
| Q2 2022 | $235,000 | -14.5% | 5,295 | +2.3% | 0.23% | +1.3% |
| Q1 2022 | $275,000 | +0.4% | 5,176 | +5.5% | 0.22% | +12.5% |
| Q4 2021 | $274,000 | -99.8% | 4,906 | +54.9% | 0.20% | +62.6% |
| Q2 2021 | $161,791,000 | +24.4% | 3,167 | +16.3% | 0.12% | +12.8% |
| Q1 2021 | $130,057,000 | +122.9% | 2,722 | +105.4% | 0.11% | +101.9% |
| Q4 2020 | $58,354,000 | – | 1,325 | – | 0.05% | – |
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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% |