SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,076,193 | -8.5% | 240,274 | -5.2% | 2.35% | -5.5% |
| Q2 2023 | $13,201,030 | -1.4% | 253,330 | -8.9% | 2.48% | -8.1% |
| Q1 2023 | $13,383,721 | +11.8% | 277,959 | +4.5% | 2.70% | +4.4% |
| Q4 2022 | $11,969,517 | +32.5% | 266,108 | +23.7% | 2.59% | +12.1% |
| Q3 2022 | $9,035,000 | +37.7% | 215,173 | +45.4% | 2.31% | +37.3% |
| Q2 2022 | $6,563,000 | +46.0% | 148,011 | +75.0% | 1.68% | +61.5% |
| Q1 2022 | $4,494,000 | – | 84,577 | – | 1.04% | – |
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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% |