SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,976,446 | +14.6% | 397,462 | +18.8% | 0.03% | +17.9% |
| Q2 2023 | $17,436,683 | +7.5% | 334,613 | -0.7% | 0.03% | +3.7% |
| Q1 2023 | $16,227,128 | +13.5% | 337,012 | +6.0% | 0.03% | +8.0% |
| Q4 2022 | $14,303,325 | +23.4% | 317,993 | +15.2% | 0.02% | +4.2% |
| Q3 2022 | $11,594,000 | +9.5% | 276,103 | +15.6% | 0.02% | +14.3% |
| Q2 2022 | $10,590,000 | +10.3% | 238,850 | +32.2% | 0.02% | +31.2% |
| Q1 2022 | $9,600,000 | +34.0% | 180,681 | +40.8% | 0.02% | +45.5% |
| Q4 2021 | $7,163,000 | +124.2% | 128,296 | +102.6% | 0.01% | +83.3% |
| Q3 2021 | $3,195,000 | +1352.3% | 63,324 | +1352.7% | 0.01% | – |
| Q2 2021 | $220,000 | +32.5% | 4,359 | +22.8% | 0.00% | – |
| Q1 2021 | $166,000 | +37.2% | 3,550 | +29.0% | 0.00% | – |
| Q4 2020 | $121,000 | +317.2% | 2,753 | +274.0% | 0.00% | – |
| Q3 2020 | $29,000 | +52.6% | 736 | +42.1% | 0.00% | – |
| Q2 2020 | $19,000 | +26.7% | 518 | +4.6% | 0.00% | – |
| Q1 2020 | $15,000 | +36.4% | 495 | +73.7% | 0.00% | – |
| Q4 2019 | $11,000 | +10.0% | 285 | 0.0% | 0.00% | – |
| Q3 2019 | $10,000 | 0.0% | 285 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | – | 285 | – | 0.00% | – |
Download | ||||||
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% |