SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,939,144 | +13.4% | 78,375 | +17.6% | 0.05% | -14.0% |
| Q2 2023 | $3,473,184 | -75.0% | 66,651 | -76.9% | 0.06% | -75.9% |
| Q1 2023 | $13,919,548 | +411.0% | 289,085 | +377.4% | 0.24% | +347.2% |
| Q4 2022 | $2,723,721 | +15.4% | 60,555 | +7.9% | 0.05% | 0.0% |
| Q3 2022 | $2,361,000 | -18.6% | 56,142 | -14.0% | 0.05% | -13.1% |
| Q2 2022 | $2,901,000 | -20.5% | 65,277 | -5.0% | 0.06% | +22.0% |
| Q1 2022 | $3,650,000 | +19.2% | 68,699 | +25.3% | 0.05% | -37.5% |
| Q4 2021 | $3,061,000 | +13.5% | 54,818 | +2.5% | 0.08% | +19.4% |
| Q3 2021 | $2,697,000 | -4.3% | 53,458 | -4.6% | 0.07% | -33.0% |
| Q2 2021 | $2,819,000 | +8.6% | 56,011 | +0.7% | 0.10% | -37.5% |
| Q1 2021 | $2,596,000 | +9.1% | 55,622 | +2.8% | 0.16% | -1.8% |
| Q4 2020 | $2,379,000 | +12.0% | 54,095 | +0.2% | 0.16% | -20.5% |
| Q3 2020 | $2,125,000 | -2.2% | 53,985 | -10.1% | 0.20% | -6.0% |
| Q2 2020 | $2,172,000 | +51.1% | 60,038 | +26.5% | 0.22% | -4.8% |
| Q1 2020 | $1,437,000 | – | 47,466 | – | 0.23% | – |
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% |