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 | $134,194 | -3.6% | 2,670 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $139,134 | +8.2% | 2,670 | 0.0% | 0.05% | +2.1% |
| Q1 2023 | $128,561 | +115720.7% | 2,670 | +8.6% | 0.05% | +9.3% |
| Q4 2022 | $111 | -99.9% | 2,458 | -3.3% | 0.04% | -6.5% |
| Q3 2022 | $107,000 | +3.9% | 2,542 | +9.6% | 0.05% | +9.5% |
| Q2 2022 | $103,000 | -16.3% | 2,319 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $123,000 | -4.7% | 2,319 | 0.0% | 0.04% | -6.5% |
| Q4 2021 | $129,000 | +10.3% | 2,319 | 0.0% | 0.05% | -2.1% |
| Q3 2021 | $117,000 | 0.0% | 2,319 | 0.0% | 0.05% | -11.3% |
| Q2 2021 | $117,000 | +8.3% | 2,319 | 0.0% | 0.05% | +1.9% |
| Q1 2021 | $108,000 | +5.9% | 2,319 | 0.0% | 0.05% | -17.5% |
| Q4 2020 | $102,000 | +17.2% | 2,319 | +5.4% | 0.06% | +3.3% |
| Q3 2020 | $87,000 | +8.8% | 2,200 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $80,000 | +105.1% | 2,200 | +69.6% | 0.06% | +81.8% |
| Q1 2020 | $39,000 | -20.4% | 1,297 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $49,000 | – | 1,297 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |