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 | $20,687,559 | +51.2% | 411,612 | +56.8% | 13.38% | +40.1% |
| Q2 2023 | $13,682,215 | +17.5% | 262,564 | +8.6% | 9.55% | +18.1% |
| Q1 2023 | $11,645,175 | -5.7% | 241,852 | -11.9% | 8.09% | -12.3% |
| Q4 2022 | $12,350,000 | +9.0% | 274,573 | +1.8% | 9.22% | -14.1% |
| Q3 2022 | $11,328,000 | +12.0% | 269,768 | +18.2% | 10.73% | +1.6% |
| Q2 2022 | $10,116,000 | +59.8% | 228,139 | +101.2% | 10.56% | +73.8% |
| Q4 2021 | $6,332,000 | +1.7% | 113,415 | -3.2% | 6.08% | -7.4% |
| Q1 2021 | $6,225,000 | – | 117,175 | – | 6.56% | – |
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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% |