SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,138 | -43.2% | 6,708 | -41.1% | 0.40% | +14.8% |
| Q2 2023 | $593,950 | +3.6% | 11,398 | -4.3% | 0.34% | +27.9% |
| Q1 2023 | $573,562 | +92.8% | 11,912 | +80.1% | 0.27% | +10.2% |
| Q4 2022 | $297,543 | +0.9% | 6,615 | -5.8% | 0.24% | -2.4% |
| Q3 2022 | $295,000 | -5.1% | 7,020 | +0.1% | 0.25% | -0.4% |
| Q2 2022 | $311,000 | -16.2% | 7,013 | +0.5% | 0.25% | +14.1% |
| Q1 2022 | $371,000 | +27.5% | 6,976 | +33.8% | 0.22% | +101.8% |
| Q4 2021 | $291,000 | +1165.2% | 5,215 | +681.9% | 0.11% | +808.3% |
| Q3 2019 | $23,000 | – | 667 | – | 0.01% | – |
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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% |