SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,520,226 | -8.9% | 30,247 | -5.5% | 0.04% | -6.8% |
| Q2 2023 | $1,668,573 | +57.2% | 32,020 | +45.2% | 0.04% | +51.7% |
| Q1 2023 | $1,061,666 | +52.2% | 22,049 | +42.1% | 0.03% | +38.1% |
| Q4 2022 | $697,762 | -9.6% | 15,513 | -15.6% | 0.02% | -22.2% |
| Q3 2022 | $772,000 | +4.3% | 18,384 | +10.1% | 0.03% | +8.0% |
| Q2 2022 | $740,000 | -36.6% | 16,694 | -24.0% | 0.02% | -26.5% |
| Q1 2022 | $1,167,000 | +1.4% | 21,969 | +6.6% | 0.03% | +3.0% |
| Q4 2021 | $1,151,000 | +18.5% | 20,601 | +7.1% | 0.03% | +6.5% |
| Q3 2021 | $971,000 | +37.9% | 19,240 | +37.5% | 0.03% | +40.9% |
| Q2 2021 | $704,000 | +4.1% | 13,996 | -3.5% | 0.02% | -12.0% |
| Q1 2021 | $676,000 | +4.3% | 14,498 | -1.5% | 0.02% | -3.8% |
| Q4 2020 | $648,000 | -43.5% | 14,720 | -49.5% | 0.03% | -51.9% |
| Q3 2020 | $1,146,000 | +193.8% | 29,157 | +170.7% | 0.05% | +157.1% |
| Q2 2020 | $390,000 | +338.2% | 10,770 | +265.6% | 0.02% | +250.0% |
| Q1 2020 | $89,000 | +122.5% | 2,946 | +181.4% | 0.01% | +200.0% |
| Q4 2019 | $40,000 | -32.2% | 1,047 | -38.3% | 0.00% | -50.0% |
| Q3 2019 | $59,000 | 0.0% | 1,696 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $59,000 | +9.3% | 1,696 | +3.7% | 0.00% | 0.0% |
| Q1 2019 | $54,000 | +25.6% | 1,636 | +12.4% | 0.00% | 0.0% |
| Q4 2018 | $43,000 | -14.0% | 1,456 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $50,000 | +4.2% | 1,456 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $48,000 | – | 1,456 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |