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 | $5,246,440 | +0.4% | 104,386 | +4.1% | 3.47% | +4.5% |
| Q2 2023 | $5,225,695 | +97.0% | 100,282 | +82.0% | 3.32% | +91.2% |
| Q1 2023 | $2,653,258 | +5.0% | 55,104 | -1.9% | 1.74% | +0.8% |
| Q4 2022 | $2,526,617 | +7.2% | 56,172 | +0.1% | 1.72% | -5.5% |
| Q3 2022 | $2,357,000 | -6.6% | 56,139 | -1.4% | 1.82% | -0.6% |
| Q2 2022 | $2,523,000 | -16.7% | 56,910 | -0.2% | 1.83% | -5.3% |
| Q1 2022 | $3,030,000 | -5.1% | 57,038 | -0.3% | 1.94% | -8.0% |
| Q4 2021 | $3,193,000 | +11.2% | 57,193 | +0.5% | 2.10% | +1.8% |
| Q3 2021 | $2,871,000 | 0.0% | 56,888 | -0.3% | 2.07% | -2.5% |
| Q2 2021 | $2,871,000 | +7.5% | 57,046 | -0.4% | 2.12% | -12.7% |
| Q1 2021 | $2,671,000 | – | 57,300 | – | 2.43% | – |
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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% |