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 | $271,404 | -3.6% | 5,400 | 0.0% | 0.06% | -3.0% |
Q2 2023 | $281,394 | +8.2% | 5,400 | 0.0% | 0.07% | -1.5% |
Q1 2023 | $260,010 | +7.0% | 5,400 | 0.0% | 0.07% | -2.9% |
Q4 2022 | $242,892 | +7.0% | 5,400 | 0.0% | 0.07% | +1.5% |
Q3 2022 | $227,000 | -5.0% | 5,400 | 0.0% | 0.07% | -1.4% |
Q2 2022 | $239,000 | -16.7% | 5,400 | 0.0% | 0.07% | 0.0% |
Q1 2022 | $287,000 | -4.7% | 5,400 | 0.0% | 0.07% | -4.2% |
Q4 2021 | $301,000 | +10.7% | 5,400 | 0.0% | 0.07% | +1.4% |
Q3 2021 | $272,000 | – | 5,400 | – | 0.07% | – |
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% |