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 | $1,694,899 | -7.1% | 34,456 | +0.0% | 0.08% | -10.8% |
| Q2 2023 | $1,823,888 | +3.8% | 34,445 | -5.6% | 0.09% | -12.3% |
| Q1 2023 | $1,757,694 | -7.4% | 36,505 | -7.7% | 0.11% | -12.4% |
| Q4 2022 | $1,897,753 | -26.6% | 39,561 | -31.7% | 0.12% | -38.3% |
| Q3 2022 | $2,586,000 | +2.1% | 57,909 | +1.3% | 0.20% | -11.3% |
| Q2 2022 | $2,534,000 | -15.2% | 57,141 | +1.6% | 0.22% | -14.7% |
| Q1 2022 | $2,988,000 | -5.0% | 56,246 | -0.2% | 0.26% | -11.3% |
| Q4 2021 | $3,146,000 | +14.7% | 56,346 | +3.7% | 0.29% | -6.7% |
| Q3 2021 | $2,743,000 | -1.6% | 54,351 | -1.9% | 0.31% | -18.3% |
| Q2 2021 | $2,789,000 | +8.2% | 55,420 | +0.2% | 0.38% | -15.8% |
| Q1 2021 | $2,577,000 | +8.3% | 55,288 | +2.1% | 0.46% | -18.2% |
| Q4 2020 | $2,380,000 | – | 54,148 | – | 0.56% | – |
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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% |