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 | $2,775,292 | -8.9% | 55,218 | -5.6% | 0.06% | -19.7% |
| Q2 2023 | $3,046,531 | +3.1% | 58,463 | -4.7% | 0.07% | 0.0% |
| Q1 2023 | $2,954,114 | +2.3% | 61,352 | -4.5% | 0.07% | -4.1% |
| Q4 2022 | $2,888,254 | +1.2% | 64,212 | -5.6% | 0.07% | -3.9% |
| Q3 2022 | $2,855,000 | +14.3% | 67,999 | +20.7% | 0.08% | +20.3% |
| Q2 2022 | $2,498,000 | -43.8% | 56,345 | -32.7% | 0.06% | -34.0% |
| Q1 2022 | $4,445,000 | -70.0% | 83,660 | -68.5% | 0.10% | -67.1% |
| Q4 2021 | $14,808,000 | – | 265,230 | – | 0.30% | – |
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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% |