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 | $176,061 | +30.1% | 3,503 | +24.6% | 0.11% | +25.3% |
| Q1 2023 | $135,350 | +7.0% | 2,811 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $126,439 | +7.2% | 2,811 | 0.0% | 0.09% | -2.1% |
| Q3 2022 | $118,000 | -5.6% | 2,811 | 0.0% | 0.10% | -2.1% |
| Q2 2022 | $125,000 | -16.1% | 2,811 | +0.2% | 0.10% | +7.8% |
| Q1 2022 | $149,000 | +2.8% | 2,805 | +7.8% | 0.09% | +9.8% |
| Q4 2021 | $145,000 | +10.7% | 2,603 | 0.0% | 0.08% | +3.8% |
| Q3 2021 | $131,000 | +10.1% | 2,603 | +10.1% | 0.08% | +6.8% |
| Q2 2021 | $119,000 | +8.2% | 2,365 | 0.0% | 0.07% | -3.9% |
| Q1 2021 | $110,000 | +5.8% | 2,365 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $104,000 | – | 2,365 | – | 0.08% | – |
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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% |