SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $683,285 | -7.5% | 13,595 | -4.1% | 0.19% | -7.6% |
| Q2 2023 | $738,764 | -5.5% | 14,177 | -12.6% | 0.21% | -6.2% |
| Q1 2023 | $781,379 | +116349.9% | 16,228 | +1.5% | 0.22% | +4.7% |
| Q4 2022 | $671 | -99.9% | 15,984 | 0.0% | 0.21% | 0.0% |
| Q3 2022 | $671,000 | -5.1% | 15,984 | +0.2% | 0.21% | -2.7% |
| Q2 2022 | $707,000 | -14.5% | 15,945 | +2.5% | 0.22% | +2.3% |
| Q1 2022 | $827,000 | -1.9% | 15,561 | +3.1% | 0.22% | +5.4% |
| Q4 2021 | $843,000 | +48.9% | 15,094 | +34.7% | 0.20% | +30.8% |
| Q3 2021 | $566,000 | -1.9% | 11,208 | -2.2% | 0.16% | -4.3% |
| Q2 2021 | $577,000 | -3.0% | 11,465 | -10.2% | 0.16% | -15.5% |
| Q1 2021 | $595,000 | +91.3% | 12,772 | +80.6% | 0.19% | +82.1% |
| Q4 2020 | $311,000 | – | 7,071 | – | 0.11% | – |
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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% |