SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,651,378 | -17.6% | 32,857 | -14.5% | 0.56% | -15.6% |
| Q2 2023 | $2,003,096 | +4.0% | 38,440 | -3.9% | 0.67% | -3.5% |
| Q1 2023 | $1,925,413 | +6.4% | 39,988 | -0.6% | 0.69% | 0.0% |
| Q4 2022 | $1,809,944 | +6.2% | 40,239 | -0.8% | 0.69% | +3.0% |
| Q3 2022 | $1,704,000 | -40.7% | 40,580 | -25.0% | 0.67% | -29.6% |
| Q1 2022 | $2,874,000 | +47.1% | 54,103 | +39.7% | 0.95% | +41.0% |
| Q3 2021 | $1,954,000 | -2.2% | 38,719 | -6.0% | 0.68% | -12.9% |
| Q1 2021 | $1,997,000 | -1.4% | 41,196 | -10.6% | 0.78% | -11.6% |
| Q4 2020 | $2,025,000 | -1.5% | 46,073 | -6.8% | 0.88% | -8.9% |
| Q3 2020 | $2,056,000 | +107.7% | 49,422 | +109.8% | 0.96% | +107.1% |
| Q2 2020 | $990,000 | – | 23,560 | – | 0.46% | – |
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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% |