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 | $1,929,700 | +6.8% | 38,394 | +10.7% | 1.27% | +12.8% |
| Q2 2023 | $1,806,687 | +17.2% | 34,670 | +8.3% | 1.12% | +15.2% |
| Q1 2023 | $1,541,843 | +5.6% | 32,021 | -1.4% | 0.97% | +5.3% |
| Q4 2022 | $1,460,582 | -33.5% | 32,471 | -37.9% | 0.92% | +18.1% |
| Q3 2022 | $2,196,000 | +99.1% | 52,286 | +110.2% | 0.78% | -0.5% |
| Q2 2022 | $1,103,000 | -13.4% | 24,872 | +3.7% | 0.79% | -2.8% |
| Q1 2022 | $1,274,000 | +361.6% | 23,985 | +384.2% | 0.81% | +321.9% |
| Q4 2021 | $276,000 | – | 4,954 | – | 0.19% | – |
Download | ||||||
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% |