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 | $28,471,104 | -6.2% | 566,477 | -2.7% | 20.03% | -8.8% |
| Q2 2023 | $30,350,376 | +70.7% | 582,429 | +57.7% | 21.95% | +57.9% |
| Q1 2023 | $17,784,613 | +37.0% | 369,358 | +27.9% | 13.90% | +30.9% |
| Q4 2022 | $12,985,236 | -1.6% | 288,689 | -8.2% | 10.61% | -13.9% |
| Q3 2022 | $13,199,000 | -81.7% | 314,338 | -79.5% | 12.33% | -2.9% |
| Q2 2022 | $72,258,000 | +169.6% | 1,529,654 | +203.2% | 12.70% | -5.4% |
| Q1 2022 | $26,804,000 | +4049.2% | 504,502 | +4262.3% | 13.42% | +3703.1% |
| Q4 2021 | $646,000 | – | 11,565 | – | 0.35% | – |
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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% |