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 | $937,045 | -8.5% | 18,644 | -5.1% | 0.84% | -5.9% |
| Q2 2023 | $1,023,677 | +8.0% | 19,645 | -0.2% | 0.89% | +2.0% |
| Q1 2023 | $948,123 | +1.8% | 19,691 | -4.9% | 0.87% | -4.7% |
| Q4 2022 | $931,597 | -0.5% | 20,711 | -1.9% | 0.91% | -5.3% |
| Q2 2022 | $936,000 | -25.4% | 21,105 | -10.6% | 0.96% | -12.0% |
| Q1 2022 | $1,254,000 | +1.5% | 23,597 | +0.9% | 1.10% | -1.2% |
| Q4 2021 | $1,235,000 | – | 23,382 | – | 1.11% | – |
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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% |