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 | $8,874,624 | -0.2% | 176,574 | +3.5% | 7.25% | +3.2% |
| Q2 2023 | $8,889,080 | -7.2% | 170,583 | -14.3% | 7.02% | -13.0% |
| Q1 2023 | $9,578,961 | -7.2% | 198,940 | -13.3% | 8.07% | -13.2% |
| Q4 2022 | $10,320,706 | +6.6% | 229,451 | -0.4% | 9.30% | +0.4% |
| Q3 2022 | $9,678,000 | -6.7% | 230,474 | -1.5% | 9.26% | -9.6% |
| Q2 2022 | $10,377,000 | -25.0% | 234,023 | -10.1% | 10.25% | -5.3% |
| Q1 2022 | $13,835,000 | -6.2% | 260,393 | -1.4% | 10.82% | -10.5% |
| Q4 2021 | $14,750,000 | – | 264,196 | – | 12.08% | – |
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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% |