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 | $34,296,820 | +14.6% | 613,537 | +0.7% | 24.96% | +14.3% |
| Q3 2023 | $29,928,347 | -13.1% | 609,539 | -5.5% | 21.84% | -26.8% |
| Q2 2023 | $34,449,222 | +4.1% | 644,995 | -6.1% | 29.83% | -9.6% |
| Q1 2023 | $33,082,474 | -9.6% | 687,073 | -15.6% | 33.01% | -0.8% |
| Q4 2022 | $36,612,148 | +8.3% | 813,964 | +1.1% | 33.28% | -5.3% |
| Q3 2022 | $33,812,000 | +24.5% | 805,362 | +31.5% | 35.15% | +32.3% |
| Q2 2022 | $27,160,000 | -33.9% | 612,547 | -20.7% | 26.58% | -12.9% |
| Q1 2022 | $41,063,000 | – | 772,796 | – | 30.52% | – |
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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% |