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 | $2,760,380 | -4.4% | 54,922 | -0.8% | 1.13% | -0.1% |
| Q2 2023 | $2,886,373 | +2.5% | 55,390 | -5.3% | 1.13% | +1.5% |
| Q1 2023 | $2,815,379 | +15.9% | 58,471 | +8.3% | 1.11% | +0.8% |
| Q4 2022 | $2,428,560 | -19.9% | 53,992 | -25.2% | 1.10% | -24.7% |
| Q3 2022 | $3,031,000 | +0.6% | 72,172 | +6.2% | 1.46% | +2.6% |
| Q2 2022 | $3,014,000 | -0.7% | 67,982 | +8.4% | 1.43% | +5.9% |
| Q1 2022 | $3,035,000 | -5.3% | 62,698 | +9.2% | 1.35% | +4.1% |
| Q4 2021 | $3,206,000 | -20.8% | 57,430 | -28.5% | 1.29% | -20.1% |
| Q3 2021 | $4,050,000 | – | 80,267 | – | 1.62% | – |
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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% |