SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 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 | 835,141 | $41,974,187 | 37.20% |
| Peterson Wealth Advisors, LLC | 2,437,183 | $122,492,815 | 32.91% |
| Stadion Money Management, LLC | 7,672,062 | $385,597,836 | 31.90% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,962,794 | $986,500 | 31.06% |
| West Wealth Group, LLC | 1,350,386 | $67,870,423 | 29.62% |
| Spectrum Planning & Advisory Services Inc. | 347,121 | $17,446,307 | 27.51% |
| Tennessee Valley Asset Management Partners | 1,590,337 | $79,930,361 | 26.26% |
| CCG WEALTH MANAGEMENT, LLC | 794,136 | $39,913,276 | 26.13% |
| Detalus Advisors, LLC | 945,462 | $47,518,931 | 22.28% |
| Buttonwood Financial Group, LLC | 609,539 | $29,928,347 | 21.84% |