SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,760,380 | -4.4% | 54,922 | -0.8% | 1.13% | -0.1% |
| Q2 2023 | $2,886,373 | +2.5% | 55,390 | -5.3% | 1.13% | +1.5% |
| Q1 2023 | $2,815,379 | +15.9% | 58,471 | +8.3% | 1.11% | +0.8% |
| Q4 2022 | $2,428,560 | -19.9% | 53,992 | -25.2% | 1.10% | -24.7% |
| Q3 2022 | $3,031,000 | +0.6% | 72,172 | +6.2% | 1.46% | +2.6% |
| Q2 2022 | $3,014,000 | -0.7% | 67,982 | +8.4% | 1.43% | +5.9% |
| Q1 2022 | $3,035,000 | -5.3% | 62,698 | +9.2% | 1.35% | +4.1% |
| Q4 2021 | $3,206,000 | -20.8% | 57,430 | -28.5% | 1.29% | -20.1% |
| Q3 2021 | $4,050,000 | – | 80,267 | – | 1.62% | – |
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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% |