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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,739 | -7.9% | 17,106 | -4.5% | 0.48% | -2.3% |
| Q2 2023 | $933,072 | +7.6% | 17,907 | -0.6% | 0.49% | +4.1% |
| Q1 2023 | $867,031 | -2.4% | 18,008 | -8.8% | 0.47% | -10.0% |
| Q4 2022 | $887,989 | +15.8% | 19,743 | +7.8% | 0.52% | +4.6% |
| Q3 2022 | $767,000 | -20.9% | 18,306 | -14.8% | 0.50% | -17.8% |
| Q2 2022 | $970,000 | -9.4% | 21,479 | +6.5% | 0.61% | -13.3% |
| Q1 2022 | $1,071,000 | +3.4% | 20,168 | +2.9% | 0.70% | -6.9% |
| Q4 2021 | $1,036,000 | -4.9% | 19,601 | -9.2% | 0.75% | -1.2% |
| Q3 2021 | $1,089,000 | +9.9% | 21,582 | +9.6% | 0.76% | +8.4% |
| Q2 2021 | $991,000 | +21.0% | 19,685 | +12.0% | 0.70% | +5.1% |
| Q1 2021 | $819,000 | +23.5% | 17,573 | +16.6% | 0.67% | +26.8% |
| Q4 2020 | $663,000 | – | 15,076 | – | 0.53% | – |
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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% |