SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,445,110 | -7.3% | 28,764 | -0.9% | 1.10% | -0.5% |
| Q2 2023 | $1,558,840 | +1.9% | 29,012 | -9.2% | 1.10% | -3.7% |
| Q1 2023 | $1,530,345 | +11.1% | 31,942 | +7.9% | 1.14% | +10.1% |
| Q4 2022 | $1,377,023 | +37.6% | 29,607 | +24.3% | 1.04% | +19.3% |
| Q3 2022 | $1,001,000 | +38.8% | 23,828 | +49.4% | 0.87% | +54.8% |
| Q2 2022 | $721,000 | -29.1% | 15,953 | -26.5% | 0.56% | -26.8% |
| Q1 2022 | $1,017,000 | +51.8% | 21,701 | +65.1% | 0.77% | +46.3% |
| Q4 2021 | $670,000 | – | 13,147 | – | 0.52% | – |
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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% |