SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,191,332 | +88.3% | 83,393 | +95.3% | 0.00% | – |
| Q2 2023 | $2,225,410 | +25.8% | 42,706 | +16.2% | 0.00% | – |
| Q1 2023 | $1,769,320 | +8.8% | 36,746 | +1.6% | 0.00% | – |
| Q4 2022 | $1,626,117 | +29.1% | 36,152 | +20.5% | 0.00% | – |
| Q3 2022 | $1,260,000 | +3.4% | 29,999 | +9.2% | 0.00% | – |
| Q2 2022 | $1,218,000 | -24.8% | 27,474 | -9.9% | 0.00% | – |
| Q1 2022 | $1,620,000 | -4.8% | 30,494 | 0.0% | 0.00% | – |
| Q4 2021 | $1,702,000 | +9.6% | 30,494 | -0.9% | 0.00% | – |
| Q3 2021 | $1,553,000 | +6.2% | 30,769 | +5.9% | 0.00% | – |
| Q2 2021 | $1,463,000 | +14.7% | 29,062 | +6.2% | 0.00% | – |
| Q1 2021 | $1,275,000 | +5.8% | 27,360 | -0.2% | 0.00% | – |
| Q4 2020 | $1,205,000 | +11.9% | 27,418 | +0.2% | 0.00% | – |
| Q3 2020 | $1,077,000 | +8.6% | 27,360 | 0.0% | 0.00% | – |
| Q2 2020 | $992,000 | +19.8% | 27,360 | 0.0% | 0.00% | – |
| Q1 2020 | $828,000 | -20.0% | 27,360 | 0.0% | 0.00% | – |
| Q4 2019 | $1,035,000 | +8.6% | 27,360 | 0.0% | 0.00% | – |
| Q3 2019 | $953,000 | +0.8% | 27,360 | 0.0% | 0.00% | – |
| Q2 2019 | $945,000 | +4.0% | 27,360 | 0.0% | 0.00% | – |
| Q1 2019 | $909,000 | +13.8% | 27,360 | 0.0% | 0.00% | – |
| Q4 2018 | $799,000 | -14.3% | 27,360 | 0.0% | 0.00% | – |
| Q3 2018 | $932,000 | +6.9% | 27,360 | 0.0% | 0.00% | – |
| Q2 2018 | $872,000 | +2.5% | 27,360 | -0.5% | 0.00% | – |
| Q1 2018 | $851,000 | – | 27,508 | – | 0.00% | – |
Download | ||||||
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% |