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 | $928,491 | -12.8% | 18,474 | -9.6% | 0.67% | -10.1% |
| Q2 2023 | $1,064,543 | +8.2% | 20,429 | 0.0% | 0.74% | -8.8% |
| Q1 2023 | $983,645 | -5.1% | 20,429 | -11.4% | 0.82% | -11.4% |
| Q4 2022 | $1,036,958 | +6.5% | 23,054 | -0.6% | 0.92% | -5.3% |
| Q3 2022 | $974,000 | -11.1% | 23,204 | -6.1% | 0.97% | -8.6% |
| Q2 2022 | $1,095,000 | -16.7% | 24,704 | -0.1% | 1.06% | -4.3% |
| Q1 2022 | $1,314,000 | -4.9% | 24,738 | 0.0% | 1.11% | -3.1% |
| Q4 2021 | $1,381,000 | +4.9% | 24,738 | -5.2% | 1.15% | -9.3% |
| Q3 2021 | $1,317,000 | -3.4% | 26,097 | -3.7% | 1.26% | +4.8% |
| Q2 2021 | $1,364,000 | +7.6% | 27,097 | -0.4% | 1.21% | +5.4% |
| Q1 2021 | $1,268,000 | +6.2% | 27,197 | +0.1% | 1.14% | -10.5% |
| Q4 2020 | $1,194,000 | – | 27,163 | – | 1.28% | – |
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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% |