SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,870,423 | +21.4% | 1,350,386 | +25.8% | 29.62% | +25.2% |
| Q2 2023 | $55,924,238 | +9.7% | 1,073,196 | +1.3% | 23.66% | +0.2% |
| Q1 2023 | $50,995,615 | +7.7% | 1,059,099 | +0.6% | 23.61% | +0.3% |
| Q4 2022 | $47,333,702 | +0.6% | 1,052,328 | -6.0% | 23.53% | -1.3% |
| Q3 2022 | $47,031,000 | -5.4% | 1,120,058 | -0.1% | 23.85% | +3.5% |
| Q2 2022 | $49,723,000 | -15.5% | 1,121,405 | +1.2% | 23.04% | -1.4% |
| Q1 2022 | $58,850,000 | +36.3% | 1,107,675 | +43.3% | 23.38% | +43.9% |
| Q4 2021 | $43,165,000 | – | 773,161 | – | 16.24% | – |
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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% |