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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $16,511,000 | -0.4% | 328,055 | -3.6% | 5.51% | +2.4% |
| Q1 2021 | $16,572,000 | -78.7% | 340,149 | -80.7% | 5.39% | +230.9% |
| Q4 2020 | $77,674,000 | -49.8% | 1,766,930 | -55.1% | 1.63% | -72.7% |
| Q3 2020 | $154,767,000 | +175.0% | 3,933,098 | +153.3% | 5.96% | +159.9% |
| Q2 2020 | $56,283,000 | +18.3% | 1,552,634 | -1.3% | 2.29% | -9.8% |
| Q1 2020 | $47,572,000 | -62.0% | 1,572,617 | -52.5% | 2.54% | -43.0% |
| Q4 2019 | $125,176,000 | +234.4% | 3,309,779 | +208.1% | 4.46% | +208.4% |
| Q3 2019 | $37,435,000 | +101.1% | 1,074,177 | +99.3% | 1.45% | +84.7% |
| Q2 2019 | $18,616,000 | +11.8% | 538,963 | +7.6% | 0.78% | +7.3% |
| Q1 2019 | $16,645,000 | -0.2% | 500,893 | +2.3% | 0.73% | -0.4% |
| Q4 2018 | $16,683,000 | 0.0% | 489,671 | 0.0% | 0.73% | 0.0% |
| Q3 2018 | $16,683,000 | +20.2% | 489,671 | +12.5% | 0.73% | +10.6% |
| Q2 2018 | $13,881,000 | +17.5% | 435,413 | +14.1% | 0.66% | -4.3% |
| Q1 2018 | $11,811,000 | +7.0% | 381,749 | +8.3% | 0.69% | -4.4% |
| Q4 2017 | $11,040,000 | – | 352,604 | – | 0.72% | – |
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% |