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 | $937,045 | -8.5% | 18,644 | -5.1% | 0.84% | -5.9% |
| Q2 2023 | $1,023,677 | +8.0% | 19,645 | -0.2% | 0.89% | +2.0% |
| Q1 2023 | $948,123 | +1.8% | 19,691 | -4.9% | 0.87% | -4.7% |
| Q4 2022 | $931,597 | -0.5% | 20,711 | -1.9% | 0.91% | -5.3% |
| Q2 2022 | $936,000 | -25.4% | 21,105 | -10.6% | 0.96% | -12.0% |
| Q1 2022 | $1,254,000 | +1.5% | 23,597 | +0.9% | 1.10% | -1.2% |
| Q4 2021 | $1,235,000 | – | 23,382 | – | 1.11% | – |
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% |