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 | $1,693,008 | -3.6% | 33,685 | 0.0% | 0.37% | -1.9% |
| Q2 2023 | $1,755,325 | +66.5% | 33,685 | +53.8% | 0.37% | +64.0% |
| Q1 2023 | $1,054,485 | +0.6% | 21,900 | -6.1% | 0.23% | -5.8% |
| Q4 2022 | $1,048,709 | +2.7% | 23,315 | -4.1% | 0.24% | -6.9% |
| Q3 2022 | $1,021,000 | -5.3% | 24,315 | 0.0% | 0.26% | +4.0% |
| Q2 2022 | $1,078,000 | -16.6% | 24,315 | 0.0% | 0.25% | -10.4% |
| Q1 2022 | $1,292,000 | -6.6% | 24,315 | -1.9% | 0.28% | -3.1% |
| Q4 2021 | $1,384,000 | +10.6% | 24,790 | 0.0% | 0.29% | +1.1% |
| Q3 2021 | $1,251,000 | +0.2% | 24,790 | 0.0% | 0.28% | -5.3% |
| Q2 2021 | $1,248,000 | +8.9% | 24,790 | +0.9% | 0.30% | -2.6% |
| Q1 2021 | $1,146,000 | -4.1% | 24,580 | -9.6% | 0.31% | -10.2% |
| Q4 2020 | $1,195,000 | – | 27,180 | – | 0.34% | – |
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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% |