SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 1,010 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.98 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,726,836 | +3.8% | 26,982 | -0.2% | 0.62% | +7.1% |
| Q1 2024 | $1,663,267 | +4.0% | 27,032 | -5.5% | 0.58% | -5.7% |
| Q4 2023 | $1,599,177 | +9.4% | 28,608 | -1.6% | 0.61% | -2.2% |
| Q3 2023 | $1,461,812 | -6.7% | 29,085 | -3.3% | 0.63% | -3.4% |
| Q2 2023 | $1,567,521 | +8.2% | 30,081 | +0.0% | 0.65% | +0.8% |
| Q1 2023 | $1,448,208 | +3.5% | 30,077 | -3.4% | 0.64% | -6.3% |
| Q4 2022 | $1,399,868 | +10.1% | 31,122 | +2.7% | 0.69% | -12.1% |
| Q3 2022 | $1,272,000 | -5.3% | 30,296 | 0.0% | 0.78% | -2.5% |
| Q2 2022 | $1,343,000 | -27.2% | 30,296 | -12.7% | 0.80% | -22.4% |
| Q1 2022 | $1,846,000 | -6.5% | 34,686 | -2.0% | 1.03% | -35.5% |
| Q4 2021 | $1,975,000 | – | 35,403 | – | 1.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 863,837 | $55,285,568 | 42.51% |
| Advance Capital Management, Inc. | 13,569,767 | $868,465,059 | 41.10% |
| Priebe Wealth Holdings LLC | 636,106 | $40,710,778 | 32.26% |
| Peterson Wealth Advisors, LLC | 2,351,124 | $150,471,968 | 31.56% |
| New Perspectives, Inc | 884,297 | $56,595,017 | 30.21% |
| Sterling Group Wealth Management, LLC | 821,360 | $52,567,029 | 30.18% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,627,094 | $104,134 | 30.02% |
| Forthright Family Wealth Advisory LLC | 694,925 | $44,475,200 | 28.66% |
| Advocacy Wealth Management Services, LLC | 5,053,527 | $323,425,728 | 26.68% |
| Private Wealth Group, LLC | 751,472 | $48,094,208 | 25.26% |