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 | $2,768,342 | +690.2% | 55,080 | +719.3% | 1.10% | +756.2% |
| Q2 2023 | $350,317 | +436.1% | 6,723 | +395.4% | 0.13% | +357.1% |
| Q1 2023 | $65,346 | +10.8% | 1,357 | +3.5% | 0.03% | -15.2% |
| Q4 2022 | $58,951 | -17.0% | 1,311 | -22.6% | 0.03% | -28.3% |
| Q3 2022 | $71,000 | -23.7% | 1,694 | -19.4% | 0.05% | -14.8% |
| Q2 2022 | $93,000 | +22.4% | 2,103 | +100.5% | 0.05% | +5.9% |
| Q1 2022 | $76,000 | – | 1,049 | – | 0.05% | – |
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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% |