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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,059 | -2.3% | 3,881 | +1.3% | 0.07% | 0.0% |
| Q2 2023 | $199,633 | +2.3% | 3,831 | -5.5% | 0.07% | -7.0% |
| Q1 2023 | $195,200 | -12.4% | 4,054 | -23.6% | 0.07% | -32.4% |
| Q4 2022 | $222,883 | -0.1% | 5,308 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $223,000 | -1.3% | 5,308 | +5.4% | 0.10% | -13.9% |
| Q2 2022 | $226,000 | +22.2% | 5,036 | +44.6% | 0.12% | +32.6% |
| Q1 2022 | $185,000 | +33.1% | 3,482 | +39.6% | 0.09% | +31.4% |
| Q4 2021 | $139,000 | +24.1% | 2,495 | +12.6% | 0.07% | +11.1% |
| Q3 2021 | $112,000 | +7.7% | 2,215 | +9.8% | 0.06% | +8.6% |
| Q2 2021 | $104,000 | +65.1% | 2,017 | +48.7% | 0.06% | +38.1% |
| Q1 2021 | $63,000 | +16.7% | 1,356 | +10.5% | 0.04% | +5.0% |
| Q4 2020 | $54,000 | +260.0% | 1,227 | +149.4% | 0.04% | +166.7% |
| Q1 2020 | $15,000 | – | 492 | – | 0.02% | – |
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% |