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 | $1,263,708 | +5.5% | 25,143 | +9.4% | 0.13% | +7.6% |
| Q2 2023 | $1,197,633 | +16.5% | 22,982 | +7.6% | 0.12% | +9.3% |
| Q1 2023 | $1,028,126 | +12.4% | 21,352 | +5.0% | 0.11% | +4.9% |
| Q4 2022 | $914,382 | +7.7% | 20,328 | +0.5% | 0.10% | -16.3% |
| Q3 2022 | $849,000 | -5.0% | 20,225 | +0.3% | 0.12% | +2.5% |
| Q2 2022 | $894,000 | -60.7% | 20,171 | -52.9% | 0.12% | -56.0% |
| Q1 2022 | $2,275,000 | -2.8% | 42,828 | +2.1% | 0.27% | -11.4% |
| Q4 2021 | $2,341,000 | +9.6% | 41,935 | -0.9% | 0.31% | -4.9% |
| Q3 2021 | $2,135,000 | +0.4% | 42,312 | +0.1% | 0.32% | -9.0% |
| Q2 2021 | $2,127,000 | -4.1% | 42,268 | -11.1% | 0.36% | -29.5% |
| Q1 2021 | $2,217,000 | -2.2% | 47,561 | -7.8% | 0.50% | -15.4% |
| Q4 2020 | $2,267,000 | -25.7% | 51,580 | -33.5% | 0.60% | -37.0% |
| Q3 2020 | $3,052,000 | +1.0% | 77,561 | -6.9% | 0.95% | -11.7% |
| Q2 2020 | $3,021,000 | +22.9% | 83,336 | +2.6% | 1.07% | +2.3% |
| Q1 2020 | $2,458,000 | -17.0% | 81,253 | +3.7% | 1.05% | +2.6% |
| Q4 2019 | $2,963,000 | +9.9% | 78,338 | +3.4% | 1.02% | +5.4% |
| Q3 2019 | $2,697,000 | – | 75,770 | – | 0.97% | – |
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% |