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 | $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 | 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% |