SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,707 | -7.0% | 16,654 | -3.5% | 0.51% | -5.7% |
| Q2 2023 | $899,923 | -1.3% | 17,266 | -8.8% | 0.54% | -2.2% |
| Q1 2023 | $912,077 | -73.0% | 18,942 | -74.8% | 0.55% | -76.0% |
| Q4 2022 | $3,379,329 | +481.6% | 75,130 | +443.0% | 2.30% | +378.6% |
| Q3 2022 | $581,000 | -10.3% | 13,835 | -5.3% | 0.48% | -13.2% |
| Q2 2022 | $648,000 | -18.1% | 14,612 | -3.7% | 0.55% | -21.2% |
| Q1 2022 | $791,000 | -10.8% | 15,167 | -4.6% | 0.70% | -18.1% |
| Q4 2021 | $887,000 | – | 15,896 | – | 0.86% | – |
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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% |