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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,321,189 | +3.1% | 108,907 | +13.0% | 4.81% | +10.3% |
| Q2 2023 | $5,161,136 | +20.0% | 96,362 | +7.0% | 4.36% | -1.0% |
| Q1 2023 | $4,299,730 | -6.3% | 90,047 | -9.9% | 4.40% | -15.4% |
| Q4 2022 | $4,590,364 | -1.5% | 99,943 | -2.9% | 5.20% | -7.2% |
| Q3 2022 | $4,660,000 | +18.0% | 102,966 | +21.1% | 5.61% | +13.9% |
| Q2 2022 | $3,949,000 | -11.6% | 85,055 | +1.2% | 4.92% | -7.7% |
| Q1 2022 | $4,467,000 | +3.9% | 84,083 | +9.2% | 5.33% | +8.1% |
| Q4 2021 | $4,298,000 | – | 76,987 | – | 4.93% | – |
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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% |