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 | $7,422,426 | -4.8% | 147,681 | -1.3% | 2.95% | +1.4% |
| Q2 2023 | $7,796,368 | +17.3% | 149,614 | +8.4% | 2.91% | +6.8% |
| Q1 2023 | $6,644,575 | +13.8% | 137,997 | +6.3% | 2.72% | +6.7% |
| Q4 2022 | $5,836,519 | +7.9% | 129,758 | +0.7% | 2.55% | +3.7% |
| Q3 2022 | $5,408,000 | +15.7% | 128,793 | +22.2% | 2.46% | +20.9% |
| Q2 2022 | $4,674,000 | -31.8% | 105,404 | -18.3% | 2.03% | -18.5% |
| Q1 2022 | $6,854,000 | +0.8% | 128,997 | +5.9% | 2.49% | +2.3% |
| Q4 2021 | $6,800,000 | +18.2% | 121,791 | +6.8% | 2.44% | +5.5% |
| Q3 2021 | $5,754,000 | -3.7% | 114,034 | -3.9% | 2.31% | -6.6% |
| Q2 2021 | $5,973,000 | -3.2% | 118,678 | -10.4% | 2.47% | -14.5% |
| Q1 2021 | $6,173,000 | +6.9% | 132,444 | +0.8% | 2.89% | -4.0% |
| Q4 2020 | $5,775,000 | +22.4% | 131,373 | +9.6% | 3.01% | -1.5% |
| Q3 2020 | $4,718,000 | +10.9% | 119,891 | +2.2% | 3.06% | -3.4% |
| Q2 2020 | $4,253,000 | +17.6% | 117,321 | -1.9% | 3.17% | -4.2% |
| Q1 2020 | $3,617,000 | +110.4% | 119,570 | +163.1% | 3.30% | +145.2% |
| Q4 2019 | $1,719,000 | – | 45,451 | – | 1.35% | – |
Download | ||||||
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% |