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 | $1,441,957 | +49.8% | 28,663 | +44.4% | 0.07% | +50.0% |
| Q1 2023 | $962,859 | +1.3% | 19,845 | -6.1% | 0.05% | +9.1% |
| Q4 2022 | $950,161 | +13.5% | 21,124 | +6.0% | 0.04% | -12.0% |
| Q3 2022 | $837,000 | +15.9% | 19,924 | +22.3% | 0.05% | +19.0% |
| Q2 2022 | $722,000 | -13.1% | 16,287 | +4.2% | 0.04% | +40.0% |
| Q1 2022 | $831,000 | +57.4% | 15,636 | +65.4% | 0.03% | +57.9% |
| Q4 2021 | $528,000 | – | 9,453 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |