SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 769 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $49,196,302 | +5.7% | 768,692 | +1.6% | 18.32% | +6.7% |
| Q1 2024 | $46,548,100 | +9.3% | 756,511 | +1.3% | 17.18% | +2.3% |
| Q4 2023 | $42,598,983 | +13.0% | 747,088 | +1.0% | 16.79% | +5.5% |
| Q3 2023 | $37,713,755 | -5.5% | 739,340 | -3.4% | 15.91% | -6.0% |
| Q2 2023 | $39,888,653 | – | 765,470 | – | 16.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 863,837 | $55,285,568 | 42.51% |
| Advance Capital Management, Inc. | 13,569,767 | $868,465,059 | 41.10% |
| Priebe Wealth Holdings LLC | 636,106 | $40,710,778 | 32.26% |
| Peterson Wealth Advisors, LLC | 2,351,124 | $150,471,968 | 31.56% |
| New Perspectives, Inc | 884,297 | $56,595,017 | 30.21% |
| Sterling Group Wealth Management, LLC | 821,360 | $52,567,029 | 30.18% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,627,094 | $104,134 | 30.02% |
| Forthright Family Wealth Advisory LLC | 694,925 | $44,475,200 | 28.66% |
| Advocacy Wealth Management Services, LLC | 5,053,527 | $323,425,728 | 26.68% |
| Private Wealth Group, LLC | 751,472 | $48,094,208 | 25.26% |