SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,245,808 | +1.3% | 24,787 | +5.0% | 0.53% | +4.2% |
| Q2 2023 | $1,230,387 | +15.2% | 23,611 | +6.5% | 0.50% | +12.7% |
| Q1 2023 | $1,067,767 | +2.6% | 22,176 | -4.1% | 0.45% | -1.5% |
| Q4 2022 | $1,040,282 | +35.8% | 23,128 | +26.8% | 0.46% | +25.3% |
| Q3 2022 | $766,000 | +3.7% | 18,243 | +9.5% | 0.36% | +5.5% |
| Q2 2022 | $739,000 | +15.1% | 16,657 | +25.8% | 0.34% | -17.5% |
| Q1 2021 | $642,000 | – | 13,243 | – | 0.42% | – |
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% |