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 | $1,218,704 | -3.6% | 24,248 | 0.0% | 1.74% | -1.3% |
| Q2 2023 | $1,263,563 | -27.9% | 24,248 | -33.3% | 1.76% | +3.1% |
| Q1 2023 | $1,751,456 | +3.5% | 36,375 | -3.4% | 1.71% | +7.6% |
| Q4 2022 | $1,693,002 | +7.2% | 37,639 | 0.0% | 1.59% | +50.1% |
| Q3 2022 | $1,580,000 | -9.4% | 37,639 | -4.3% | 1.06% | -32.8% |
| Q2 2022 | $1,743,000 | +2.3% | 39,331 | +24.5% | 1.58% | +21.1% |
| Q1 2022 | $1,704,000 | +21.6% | 31,593 | +26.3% | 1.30% | +27.1% |
| Q4 2021 | $1,401,000 | – | 25,019 | – | 1.02% | – |
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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% |