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 | $4,465,336 | -54.2% | 88,845 | -52.5% | 0.76% | -54.5% |
| Q2 2023 | $9,739,031 | +13.5% | 186,894 | +4.8% | 1.67% | +10.8% |
| Q1 2023 | $8,583,049 | +8.8% | 178,256 | +1.7% | 1.51% | -0.7% |
| Q4 2022 | $7,887,348 | +21.3% | 175,352 | +13.2% | 1.52% | +25.1% |
| Q3 2022 | $6,504,000 | -3.3% | 154,891 | +2.1% | 1.21% | -1.4% |
| Q2 2022 | $6,727,000 | +188.3% | 151,705 | +245.5% | 1.23% | +22.2% |
| Q1 2022 | $2,333,000 | +888.6% | 43,908 | +939.5% | 1.01% | +896.0% |
| Q4 2021 | $236,000 | – | 4,224 | – | 0.10% | – |
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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% |