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 | $719,020 | -7.9% | 14,306 | -4.5% | 0.74% | -7.6% |
| Q2 2023 | $780,891 | +11.5% | 14,985 | +3.0% | 0.81% | +3.7% |
| Q1 2023 | $700,630 | -4.7% | 14,551 | -11.0% | 0.78% | -1.8% |
| Q4 2022 | $735,377 | +5.7% | 16,349 | -1.3% | 0.79% | -11.1% |
| Q3 2022 | $696,000 | -4.4% | 16,568 | +0.9% | 0.89% | +1.4% |
| Q2 2022 | $728,000 | -13.4% | 16,427 | +3.8% | 0.88% | +4.5% |
| Q1 2022 | $841,000 | -11.6% | 15,832 | -7.1% | 0.84% | +8.7% |
| Q4 2021 | $951,000 | – | 17,033 | – | 0.77% | – |
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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% |