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 | $3,642,014 | -16.4% | 72,463 | -13.3% | 0.33% | -1.5% |
| Q2 2023 | $4,354,916 | -10.0% | 83,572 | -16.8% | 0.33% | -18.0% |
| Q1 2023 | $4,838,514 | +9.4% | 100,488 | +2.2% | 0.40% | -6.5% |
| Q4 2022 | $4,421,665 | +23.3% | 98,303 | +15.1% | 0.43% | +5.6% |
| Q3 2022 | $3,585,000 | +8.5% | 85,378 | +14.6% | 0.41% | +9.6% |
| Q2 2022 | $3,304,000 | +24.8% | 74,524 | +49.5% | 0.37% | +41.7% |
| Q1 2022 | $2,648,000 | +20.4% | 49,848 | +26.5% | 0.26% | +21.7% |
| Q4 2021 | $2,200,000 | +38.7% | 39,413 | +25.4% | 0.22% | +24.0% |
| Q3 2021 | $1,586,000 | +103.1% | 31,440 | +102.7% | 0.18% | +96.6% |
| Q2 2021 | $781,000 | – | 15,513 | – | 0.09% | – |
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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% |