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 | $19,934 | -4.0% | 396,799 | -0.5% | 15.10% | -0.8% |
| Q2 2023 | $20,758 | +8.7% | 398,627 | +0.5% | 15.22% | +2.4% |
| Q1 2023 | $19,099 | +0.4% | 396,721 | -6.1% | 14.86% | -10.1% |
| Q4 2022 | $19,016 | -99.9% | 422,638 | +14.5% | 16.52% | +10.2% |
| Q3 2022 | $15,503,000 | +7.0% | 369,198 | +13.0% | 15.00% | +6.2% |
| Q2 2022 | $14,485,000 | -13.0% | 326,682 | +4.2% | 14.13% | -5.6% |
| Q1 2022 | $16,656,000 | +19.1% | 313,502 | +25.1% | 14.97% | +25.8% |
| Q4 2021 | $13,988,000 | +19.2% | 250,546 | +7.8% | 11.90% | +9.6% |
| Q3 2021 | $11,731,000 | +6.8% | 232,478 | +6.5% | 10.86% | +2.9% |
| Q2 2021 | $10,985,000 | – | 218,262 | – | 10.55% | – |
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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% |