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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321 | -51.8% | 6,384 | -50.0% | 0.04% | -35.0% |
| Q2 2023 | $666 | +116.9% | 12,768 | +100.0% | 0.06% | +57.9% |
| Q1 2023 | $307 | +7.0% | 6,384 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $287 | -99.9% | 6,384 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $268,000 | -5.3% | 6,384 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $283,000 | -16.5% | 6,384 | 0.0% | 0.04% | -2.4% |
| Q1 2022 | $339,000 | -4.8% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $356,000 | +10.6% | 6,384 | 0.0% | 0.04% | -4.7% |
| Q3 2021 | $322,000 | +0.3% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $321,000 | +7.7% | 6,384 | 0.0% | 0.04% | +4.9% |
| Q1 2021 | $298,000 | +6.0% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $281,000 | +12.0% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $251,000 | +8.7% | 6,384 | 0.0% | 0.04% | +2.5% |
| Q2 2020 | $231,000 | -4.1% | 6,384 | 0.0% | 0.04% | -16.7% |
| Q4 2019 | $241,000 | – | 6,384 | – | 0.05% | – |
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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% |