SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,218,704 | -3.6% | 24,248 | 0.0% | 1.74% | -1.3% |
| Q2 2023 | $1,263,563 | -27.9% | 24,248 | -33.3% | 1.76% | +3.1% |
| Q1 2023 | $1,751,456 | +3.5% | 36,375 | -3.4% | 1.71% | +7.6% |
| Q4 2022 | $1,693,002 | +7.2% | 37,639 | 0.0% | 1.59% | +50.1% |
| Q3 2022 | $1,580,000 | -9.4% | 37,639 | -4.3% | 1.06% | -32.8% |
| Q2 2022 | $1,743,000 | +2.3% | 39,331 | +24.5% | 1.58% | +21.1% |
| Q1 2022 | $1,704,000 | +21.6% | 31,593 | +26.3% | 1.30% | +27.1% |
| Q4 2021 | $1,401,000 | – | 25,019 | – | 1.02% | – |
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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% |