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 | $433,241 | -3.6% | 8,620 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $449,188 | +5.2% | 8,620 | -2.8% | 0.15% | -1.4% |
| Q1 2023 | $426,802 | +7.0% | 8,864 | 0.0% | 0.15% | -4.5% |
| Q4 2022 | $398,703 | +7.2% | 8,864 | 0.0% | 0.16% | +5.4% |
| Q3 2022 | $372,000 | -12.7% | 8,864 | -7.7% | 0.15% | -9.8% |
| Q2 2022 | $426,000 | -24.5% | 9,607 | -9.6% | 0.16% | -16.0% |
| Q1 2022 | $564,000 | – | 10,623 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 776,917 | $34,945,717 | 36.05% |
| Buttonwood Financial Group, LLC | 813,964 | $36,612,148 | 33.28% |
| Stadion Money Management, LLC | 8,453,421 | $380,234,877 | 31.76% |
| Peterson Wealth Advisors, LLC | 2,326,419 | $104,642,326 | 31.59% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,958,294 | $88,084,000 | 31.12% |
| New Perspectives, Inc | 803,090 | $36,122,982 | 27.70% |
| Bull Oak Capital, LLC | 639,120 | $28,747,597 | 24.28% |
| West Wealth Group, LLC | 1,052,328 | $47,333,702 | 23.53% |
| AFFINIA FINANCIAL GROUP, LLC | 578,589 | $26,574,599 | 22.60% |
| Lloyd Advisory Services, LLC. | 687,598 | $30,928 | 21.50% |