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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $338,000 | -20.5% | 6,361 | -16.5% | 0.20% | -16.6% |
| Q4 2021 | $425,000 | +7.9% | 7,620 | -2.5% | 0.24% | +3.4% |
| Q3 2021 | $394,000 | -6.0% | 7,813 | -6.2% | 0.23% | -1.3% |
| Q2 2021 | $419,000 | +76.8% | 8,327 | +63.5% | 0.24% | +71.0% |
| Q1 2021 | $237,000 | -6.3% | 5,094 | -11.5% | 0.14% | -7.4% |
| Q4 2020 | $253,000 | +9.1% | 5,754 | -2.6% | 0.15% | +3.5% |
| Q3 2020 | $232,000 | -7.6% | 5,906 | -10.9% | 0.14% | -12.7% |
| Q4 2019 | $251,000 | – | 6,627 | – | 0.16% | – |
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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% |