SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,740 | -8.6% | 54,521 | -5.3% | 2.27% | -6.0% |
| Q2 2023 | $2,998 | +6.3% | 57,543 | -1.7% | 2.42% | -44.0% |
| Q1 2023 | $2,819 | -17.8% | 58,552 | -23.3% | 4.32% | -75.7% |
| Q4 2022 | $3,431 | -99.8% | 76,292 | +111.3% | 17.75% | +140.5% |
| Q3 2022 | $1,516,000 | -9.4% | 36,113 | -4.3% | 7.38% | +50.1% |
| Q2 2022 | $1,673,000 | -19.2% | 37,737 | -3.1% | 4.92% | +168.4% |
| Q1 2022 | $2,070,000 | -6.8% | 38,956 | -2.1% | 1.83% | +36.9% |
| Q4 2021 | $2,222,000 | +9.8% | 39,796 | -0.7% | 1.34% | -3.7% |
| Q3 2021 | $2,023,000 | -3.1% | 40,082 | -3.4% | 1.39% | -7.3% |
| Q2 2021 | $2,088,000 | +5.2% | 41,481 | -2.4% | 1.50% | -6.9% |
| Q1 2021 | $1,985,000 | -21.2% | 42,484 | -25.9% | 1.61% | -25.5% |
| Q4 2020 | $2,518,000 | – | 57,299 | – | 2.16% | – |
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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% |