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 | $371,723 | -3.7% | 7,396 | -0.2% | 0.37% | +4.8% |
| Q2 2023 | $386,187 | +8.2% | 7,411 | 0.0% | 0.35% | -1.4% |
| Q1 2023 | $356,840 | +7.0% | 7,411 | 0.0% | 0.36% | -29.7% |
| Q4 2022 | $333,347 | +3.8% | 7,411 | -3.0% | 0.51% | +47.7% |
| Q3 2022 | $321,000 | -5.9% | 7,640 | -0.8% | 0.34% | -6.5% |
| Q2 2022 | $341,000 | -16.6% | 7,701 | 0.0% | 0.37% | -2.9% |
| Q1 2022 | $409,000 | -4.9% | 7,701 | 0.0% | 0.38% | +0.3% |
| Q4 2021 | $430,000 | – | 7,701 | – | 0.38% | – |
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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% |