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 | $442,338 | -3.6% | 8,801 | 0.0% | 0.33% | -2.4% |
| Q2 2023 | $458,620 | +2.8% | 8,801 | -5.0% | 0.34% | -24.9% |
| Q1 2023 | $445,917 | +7.0% | 9,261 | 0.0% | 0.45% | -10.7% |
| Q4 2022 | $416,560 | -9.6% | 9,261 | +1.1% | 0.50% | +38.5% |
| Q2 2022 | $461,000 | +95.3% | 9,161 | +106.7% | 0.36% | +91.6% |
| Q1 2022 | $236,000 | -4.5% | 4,433 | 0.0% | 0.19% | +5.0% |
| Q4 2021 | $247,000 | -46.4% | 4,433 | -51.6% | 0.18% | -50.3% |
| Q2 2021 | $461,000 | +58.4% | 9,161 | +47.0% | 0.36% | +58.3% |
| Q1 2021 | $291,000 | -15.7% | 6,233 | -20.6% | 0.23% | -23.6% |
| Q4 2020 | $345,000 | – | 7,855 | – | 0.30% | – |
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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% |