SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 1,010 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.98 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,048,906 | +2.7% | 47,639 | -1.2% | 0.28% | +1.8% |
| Q1 2024 | $2,968,089 | +11.0% | 48,238 | +0.8% | 0.27% | 0.0% |
| Q4 2023 | $2,674,788 | +4.8% | 47,850 | -5.7% | 0.27% | +1.5% |
| Q3 2023 | $2,551,253 | -3.3% | 50,761 | +0.3% | 0.27% | -2.9% |
| Q2 2023 | $2,637,571 | +10.3% | 50,615 | +2.0% | 0.28% | +7.0% |
| Q1 2023 | $2,390,313 | +23.6% | 49,643 | +15.5% | 0.26% | +17.4% |
| Q4 2022 | $1,933,661 | +12.9% | 42,989 | +5.4% | 0.22% | +8.4% |
| Q3 2022 | $1,713,000 | +1.6% | 40,786 | +7.3% | 0.20% | +6.3% |
| Q2 2022 | $1,686,000 | -7.4% | 38,025 | +11.0% | 0.19% | +3.8% |
| Q1 2022 | $1,820,000 | +0.3% | 34,262 | +1.6% | 0.18% | -1.1% |
| Q4 2021 | $1,814,000 | +37.7% | 33,736 | +29.2% | 0.18% | -13.6% |
| Q3 2021 | $1,317,000 | +12.7% | 26,105 | +12.3% | 0.21% | +12.6% |
| Q2 2021 | $1,169,000 | +48.0% | 23,236 | +37.0% | 0.19% | +102.1% |
| Q1 2021 | $790,000 | +42.6% | 16,956 | +34.5% | 0.09% | +38.2% |
| Q4 2020 | $554,000 | +87.8% | 12,607 | +68.1% | 0.07% | +61.9% |
| Q3 2020 | $295,000 | -60.0% | 7,500 | -61.5% | 0.04% | -62.5% |
| Q4 2019 | $738,000 | -96.0% | 19,505 | +5.8% | 0.11% | -95.6% |
| Q3 2019 | $18,428,000 | +0.6% | 18,428 | -97.1% | 2.56% | -0.2% |
| Q2 2019 | $18,320,000 | +3037.0% | 632,773 | +3502.5% | 2.57% | +2694.6% |
| Q1 2019 | $584,000 | – | 17,565 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 863,837 | $55,285,568 | 42.51% |
| Advance Capital Management, Inc. | 13,569,767 | $868,465,059 | 41.10% |
| Priebe Wealth Holdings LLC | 636,106 | $40,710,778 | 32.26% |
| Peterson Wealth Advisors, LLC | 2,351,124 | $150,471,968 | 31.56% |
| New Perspectives, Inc | 884,297 | $56,595,017 | 30.21% |
| Sterling Group Wealth Management, LLC | 821,360 | $52,567,029 | 30.18% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,627,094 | $104,134 | 30.02% |
| Forthright Family Wealth Advisory LLC | 694,925 | $44,475,200 | 28.66% |
| Advocacy Wealth Management Services, LLC | 5,053,527 | $323,425,728 | 26.68% |
| Private Wealth Group, LLC | 751,472 | $48,094,208 | 25.26% |