SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,543,294 | -2.1% | 30,706 | +1.5% | 0.24% | +4.8% |
| Q2 2023 | $1,575,772 | +9.0% | 30,239 | +0.8% | 0.23% | +2.7% |
| Q1 2023 | $1,445,096 | +11.7% | 30,012 | +4.4% | 0.22% | -0.5% |
| Q4 2022 | $1,293,378 | +5.9% | 28,755 | -1.1% | 0.22% | +0.5% |
| Q3 2022 | $1,221,000 | -2.9% | 29,073 | +2.5% | 0.22% | +0.9% |
| Q2 2022 | $1,258,000 | -34.8% | 28,368 | -17.9% | 0.22% | -10.2% |
| Q1 2022 | $1,929,000 | 0.0% | 34,550 | 0.0% | 0.24% | +0.4% |
| Q4 2021 | $1,929,000 | +1.5% | 34,550 | -8.3% | 0.24% | -5.4% |
| Q3 2021 | $1,900,000 | +0.9% | 37,659 | +0.7% | 0.26% | 0.0% |
| Q2 2021 | $1,883,000 | +1.7% | 37,414 | -5.8% | 0.26% | -10.1% |
| Q1 2021 | $1,852,000 | +9.3% | 39,732 | +3.1% | 0.29% | +9.6% |
| Q4 2020 | $1,695,000 | +22.1% | 38,555 | +9.3% | 0.26% | +2.0% |
| Q3 2020 | $1,388,000 | +20.2% | 35,268 | +10.7% | 0.26% | +5.3% |
| Q2 2020 | $1,155,000 | +24.3% | 31,849 | +3.7% | 0.24% | -24.1% |
| Q1 2020 | $929,000 | -21.8% | 30,707 | -2.3% | 0.32% | -5.0% |
| Q4 2019 | $1,188,000 | +5.3% | 31,414 | -2.9% | 0.34% | -3.4% |
| Q3 2019 | $1,128,000 | +6.7% | 32,358 | +5.8% | 0.35% | +3.6% |
| Q2 2019 | $1,057,000 | +9.0% | 30,589 | +4.8% | 0.34% | -3.4% |
| Q1 2019 | $970,000 | +15.1% | 29,184 | +1.1% | 0.35% | -0.9% |
| Q4 2018 | $843,000 | -14.2% | 28,876 | -0.0% | 0.35% | -0.6% |
| Q3 2018 | $983,000 | +18.6% | 28,877 | +11.0% | 0.35% | +9.3% |
| Q2 2018 | $829,000 | +20.3% | 26,009 | +16.8% | 0.32% | +12.5% |
| Q1 2018 | $689,000 | – | 22,259 | – | 0.29% | – |
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% |