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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,198,479 | +12.7% | 21,440 | +1.3% | 0.53% | -1.1% |
| Q3 2023 | $1,063,386 | -2.9% | 21,158 | +0.6% | 0.53% | -5.8% |
| Q2 2023 | $1,095,701 | +625.7% | 21,027 | +570.5% | 0.57% | +543.2% |
| Q1 2023 | $150,984 | +27.5% | 3,136 | +19.1% | 0.09% | +15.8% |
| Q4 2022 | $118,374 | +141.6% | 2,632 | +124.0% | 0.08% | +123.5% |
| Q3 2022 | $49,000 | -22.2% | 1,175 | -15.8% | 0.03% | -15.0% |
| Q2 2022 | $63,000 | +950.0% | 1,396 | +1157.7% | 0.04% | +1233.3% |
| Q1 2022 | $6,000 | +100.0% | 111 | +48.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |