SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,929,700 | +6.8% | 38,394 | +10.7% | 1.27% | +12.8% |
| Q2 2023 | $1,806,687 | +17.2% | 34,670 | +8.3% | 1.12% | +15.2% |
| Q1 2023 | $1,541,843 | +5.6% | 32,021 | -1.4% | 0.97% | +5.3% |
| Q4 2022 | $1,460,582 | -33.5% | 32,471 | -37.9% | 0.92% | +18.1% |
| Q3 2022 | $2,196,000 | +99.1% | 52,286 | +110.2% | 0.78% | -0.5% |
| Q2 2022 | $1,103,000 | -13.4% | 24,872 | +3.7% | 0.79% | -2.8% |
| Q1 2022 | $1,274,000 | +361.6% | 23,985 | +384.2% | 0.81% | +321.9% |
| Q4 2021 | $276,000 | – | 4,954 | – | 0.19% | – |
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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% |