SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $300,000 | +28.8% | 5,570 | +34.0% | 0.22% | +2687.5% |
| Q4 2021 | $233,000 | +21.4% | 4,157 | +9.1% | 0.01% | -95.9% |
| Q3 2021 | $192,000 | +12.3% | 3,811 | +12.5% | 0.20% | +37.8% |
| Q2 2021 | $171,000 | -6.0% | 3,389 | -13.0% | 0.14% | -21.9% |
| Q1 2021 | $182,000 | -8.1% | 3,896 | -13.7% | 0.18% | +15.1% |
| Q4 2020 | $198,000 | +260.0% | 4,512 | +225.5% | 0.16% | +144.6% |
| Q3 2020 | $55,000 | +10.0% | 1,386 | 0.0% | 0.06% | +3.2% |
| Q2 2020 | $50,000 | -25.4% | 1,386 | -37.5% | 0.06% | -20.3% |
| Q1 2020 | $67,000 | -73.0% | 2,217 | -66.3% | 0.08% | -76.1% |
| Q4 2019 | $248,000 | – | 6,569 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |