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 | $28,148,601 | +5.0% | 551,717 | +8.6% | 3.11% | +5.2% |
| Q2 2023 | $26,816,515 | +41.0% | 508,081 | +28.6% | 2.96% | +46.1% |
| Q1 2023 | $19,017,420 | +8.5% | 394,962 | +1.4% | 2.02% | -1.9% |
| Q4 2022 | $17,520,295 | +17.7% | 389,513 | +18.8% | 2.06% | +13.9% |
| Q3 2022 | $14,890,000 | +38.7% | 327,829 | +47.9% | 1.81% | +41.0% |
| Q2 2022 | $10,737,000 | -30.1% | 221,708 | -23.3% | 1.28% | -28.1% |
| Q1 2022 | $15,355,000 | +21.2% | 289,013 | +17.5% | 1.79% | +10.7% |
| Q4 2021 | $12,667,000 | – | 245,907 | – | 1.61% | – |
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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% |