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 | $16,843,395 | -12.0% | 335,125 | -8.8% | 18.43% | +31.5% |
| Q2 2023 | $19,149,256 | +1.3% | 367,478 | -6.4% | 14.01% | -4.2% |
| Q1 2023 | $18,901,379 | -34.3% | 392,552 | -38.6% | 14.62% | -39.8% |
| Q4 2022 | $28,747,597 | +60.2% | 639,120 | +49.6% | 24.28% | +38.8% |
| Q3 2022 | $17,944,000 | +14.2% | 427,341 | +20.6% | 17.50% | +20.4% |
| Q2 2022 | $15,709,000 | -14.3% | 354,282 | +2.6% | 14.53% | -3.4% |
| Q1 2022 | $18,339,000 | +23.1% | 345,177 | +29.4% | 15.04% | +11.4% |
| Q4 2021 | $14,898,000 | – | 266,837 | – | 13.50% | – |
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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% |