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 | $2,768,342 | +690.2% | 55,080 | +719.3% | 1.10% | +756.2% |
| Q2 2023 | $350,317 | +436.1% | 6,723 | +395.4% | 0.13% | +357.1% |
| Q1 2023 | $65,346 | +10.8% | 1,357 | +3.5% | 0.03% | -15.2% |
| Q4 2022 | $58,951 | -17.0% | 1,311 | -22.6% | 0.03% | -28.3% |
| Q3 2022 | $71,000 | -23.7% | 1,694 | -19.4% | 0.05% | -14.8% |
| Q2 2022 | $93,000 | +22.4% | 2,103 | +100.5% | 0.05% | +5.9% |
| Q1 2022 | $76,000 | – | 1,049 | – | 0.05% | – |
Download | ||||||
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% |