SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,213 | -52.3% | 9,097 | -50.5% | 0.16% | -47.8% |
| Q2 2023 | $957,934 | +8.2% | 18,383 | +0.0% | 0.31% | -5.2% |
| Q1 2023 | $885,106 | +7.1% | 18,382 | 0.0% | 0.33% | +0.9% |
| Q4 2022 | $826,805 | +7.1% | 18,382 | +0.0% | 0.33% | +4.2% |
| Q3 2022 | $772,000 | -5.3% | 18,381 | -0.0% | 0.31% | -2.5% |
| Q2 2022 | $815,000 | -16.6% | 18,384 | +0.0% | 0.32% | -11.3% |
| Q1 2022 | $977,000 | +88.6% | 18,383 | +98.1% | 0.36% | +74.0% |
| Q4 2021 | $518,000 | +8.1% | 9,278 | -2.2% | 0.21% | -24.4% |
| Q3 2021 | $479,000 | +7.2% | 9,485 | -1.2% | 0.28% | +1.5% |
| Q2 2021 | $447,000 | 0.0% | 9,599 | 0.0% | 0.27% | -2.9% |
| Q1 2021 | $447,000 | +7.5% | 9,599 | +1.4% | 0.28% | -7.0% |
| Q4 2020 | $416,000 | – | 9,466 | – | 0.30% | – |
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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% |