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 | $13,932 | -5.6% | 277,175 | -2.2% | 1.21% | +8.8% |
| Q2 2023 | $14,766 | +4.6% | 283,375 | -3.3% | 1.12% | -8.5% |
| Q1 2023 | $14,117 | +191.5% | 293,187 | +172.3% | 1.22% | +164.4% |
| Q4 2022 | $4,843 | -99.9% | 107,670 | -50.2% | 0.46% | -53.5% |
| Q3 2022 | $9,071,000 | -6.1% | 216,020 | -0.8% | 0.99% | +12.4% |
| Q2 2022 | $9,658,000 | -16.5% | 217,820 | 0.0% | 0.88% | +11.4% |
| Q1 2022 | $11,572,000 | -69.4% | 217,820 | -67.9% | 0.79% | -68.4% |
| Q4 2021 | $37,867,000 | +8.4% | 678,246 | -2.1% | 2.51% | -2.9% |
| Q3 2021 | $34,946,000 | +3.2% | 692,546 | +2.9% | 2.58% | +15.3% |
| Q2 2021 | $33,873,000 | – | 673,022 | – | 2.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |