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 | $989,515 | -5.4% | 19,688 | -1.9% | 0.41% | -5.5% |
| Q2 2023 | $1,046,286 | +7.2% | 20,078 | -0.9% | 0.43% | +0.5% |
| Q1 2023 | $976,003 | -2.4% | 20,270 | -8.8% | 0.43% | -9.6% |
| Q4 2022 | $999,816 | -2.1% | 22,228 | -8.5% | 0.48% | -9.7% |
| Q3 2022 | $1,021,000 | -5.1% | 24,305 | +0.1% | 0.53% | -1.1% |
| Q2 2022 | $1,076,000 | -17.4% | 24,269 | -0.9% | 0.53% | -3.1% |
| Q1 2022 | $1,302,000 | -6.9% | 24,498 | -2.2% | 0.55% | -6.0% |
| Q4 2021 | $1,398,000 | +12.9% | 25,041 | +2.1% | 0.59% | +2.4% |
| Q3 2021 | $1,238,000 | -2.2% | 24,534 | -1.0% | 0.57% | -3.1% |
| Q2 2021 | $1,266,000 | -16.5% | 24,770 | -23.8% | 0.59% | -24.1% |
| Q1 2021 | $1,516,000 | -6.8% | 32,522 | -12.1% | 0.78% | -12.9% |
| Q4 2020 | $1,626,000 | +10.0% | 36,979 | -1.6% | 0.89% | -4.8% |
| Q3 2020 | $1,478,000 | +8.4% | 37,565 | -0.1% | 0.94% | -2.0% |
| Q2 2020 | $1,363,000 | +5.9% | 37,613 | -11.6% | 0.96% | -14.9% |
| Q1 2020 | $1,287,000 | -19.8% | 42,557 | +1.9% | 1.12% | -3.3% |
| Q4 2019 | $1,605,000 | +28.4% | 41,773 | +16.3% | 1.16% | +11.4% |
| Q3 2019 | $1,250,000 | +2.4% | 35,908 | +3.2% | 1.04% | +1.0% |
| Q2 2019 | $1,221,000 | +10.2% | 34,806 | +4.4% | 1.03% | -4.4% |
| Q1 2019 | $1,108,000 | +6.7% | 33,342 | -6.2% | 1.08% | -0.9% |
| Q4 2018 | $1,038,000 | -15.9% | 35,531 | -8.8% | 1.09% | -5.3% |
| Q3 2018 | $1,234,000 | +11.1% | 38,974 | +11.8% | 1.15% | +12.3% |
| Q2 2018 | $1,111,000 | +47.9% | 34,854 | +43.5% | 1.02% | +37.4% |
| Q1 2018 | $751,000 | +98.7% | 24,284 | +101.4% | 0.74% | +82.6% |
| Q4 2017 | $378,000 | – | 12,057 | – | 0.41% | – |
Download | ||||||
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% |