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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,684 | +26.7% | 6,442 | +17.1% | 0.23% | +14.6% |
| Q1 2023 | $264,854 | -12.0% | 5,501 | -17.8% | 0.20% | -17.5% |
| Q4 2022 | $301,024 | +6.4% | 6,692 | -0.8% | 0.24% | +6.7% |
| Q3 2022 | $283,000 | -20.7% | 6,743 | -16.2% | 0.22% | -24.5% |
| Q2 2022 | $357,000 | -59.8% | 8,044 | -49.4% | 0.30% | -65.6% |
| Q1 2022 | $888,000 | 0.0% | 15,898 | 0.0% | 0.87% | 0.0% |
| Q4 2021 | $888,000 | +54.7% | 15,898 | +39.7% | 0.87% | +60.9% |
| Q3 2021 | $574,000 | -2.9% | 11,383 | -3.1% | 0.54% | -2.2% |
| Q2 2021 | $591,000 | – | 11,745 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 843,896 | $43,975,410 | 35.89% |
| Stadion Money Management, LLC | 10,566,241 | $550,606,819 | 35.76% |
| Peterson Wealth Advisors, LLC | 2,383,802 | $124,458,311 | 32.89% |
| Davidson Capital Management Inc. | 1,251,659 | $65,223,954 | 32.54% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,757,794 | $917,971 | 31.09% |
| Buttonwood Financial Group, LLC | 644,995 | $34,449,222 | 29.83% |
| Tennessee Valley Asset Management Partners | 1,556,247 | $81,096,026 | 26.07% |
| West Wealth Group, LLC | 1,073,196 | $55,924,238 | 23.66% |
| Wealth Advisors of Iowa, LLC | 582,429 | $30,350,376 | 21.95% |
| Spectrum Planning & Advisory Services Inc. | 275,003 | $14,357,897 | 21.50% |