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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $34,296,820 | +14.6% | 613,537 | +0.7% | 24.96% | +14.3% |
| Q3 2023 | $29,928,347 | -13.1% | 609,539 | -5.5% | 21.84% | -26.8% |
| Q2 2023 | $34,449,222 | +4.1% | 644,995 | -6.1% | 29.83% | -9.6% |
| Q1 2023 | $33,082,474 | -9.6% | 687,073 | -15.6% | 33.01% | -0.8% |
| Q4 2022 | $36,612,148 | +8.3% | 813,964 | +1.1% | 33.28% | -5.3% |
| Q3 2022 | $33,812,000 | +24.5% | 805,362 | +31.5% | 35.15% | +32.3% |
| Q2 2022 | $27,160,000 | -33.9% | 612,547 | -20.7% | 26.58% | -12.9% |
| Q1 2022 | $41,063,000 | – | 772,796 | – | 30.52% | – |
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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% |