SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
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 | 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% |