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 | $246,676 | -10.7% | 4,908 | -7.4% | 0.16% | -17.3% |
| Q2 2023 | $276,183 | +8.2% | 5,300 | 0.0% | 0.19% | +1.1% |
| Q1 2023 | $255,195 | +7.0% | 5,300 | 0.0% | 0.19% | -16.4% |
| Q4 2022 | $238,394 | +6.9% | 5,300 | 0.0% | 0.23% | -11.7% |
| Q3 2022 | $223,000 | -5.1% | 5,300 | 0.0% | 0.26% | +0.8% |
| Q2 2022 | $235,000 | -16.7% | 5,300 | 0.0% | 0.25% | -15.6% |
| Q1 2022 | $282,000 | -4.7% | 5,300 | 0.0% | 0.30% | -3.8% |
| Q4 2021 | $296,000 | – | 5,300 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |