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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,299,128 | +7.6% | 44,121 | -0.6% | 0.55% | +0.5% |
| Q1 2023 | $2,136,351 | +3.6% | 44,369 | -3.3% | 0.55% | -11.1% |
| Q4 2022 | $2,063,008 | -4.3% | 45,865 | -10.6% | 0.61% | -9.2% |
| Q3 2022 | $2,155,000 | +12.6% | 51,327 | +18.9% | 0.68% | +30.3% |
| Q2 2022 | $1,914,000 | +12.2% | 43,170 | +34.4% | 0.52% | +33.8% |
| Q1 2022 | $1,706,000 | +56.8% | 32,114 | +64.8% | 0.39% | +69.4% |
| Q4 2021 | $1,088,000 | +14.6% | 19,489 | +3.6% | 0.23% | +3.6% |
| Q3 2021 | $949,000 | -0.8% | 18,808 | -1.1% | 0.22% | +16.3% |
| Q2 2021 | $957,000 | +22.4% | 19,022 | +13.3% | 0.19% | +11.8% |
| Q1 2021 | $782,000 | +10.0% | 16,788 | +3.8% | 0.17% | -0.6% |
| Q4 2020 | $711,000 | +88.1% | 16,168 | +68.5% | 0.17% | +54.1% |
| Q3 2020 | $378,000 | +87.1% | 9,597 | +72.1% | 0.11% | +68.2% |
| Q2 2020 | $202,000 | – | 5,575 | – | 0.07% | – |
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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% |