SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,388,549 | +23.0% | 87,317 | +27.6% | 3.34% | +23.7% |
| Q2 2023 | $3,566,762 | +11.1% | 68,447 | +2.7% | 2.70% | +3.5% |
| Q1 2023 | $3,210,429 | +13.3% | 66,676 | +5.8% | 2.61% | +5.5% |
| Q4 2022 | $2,834,685 | +1.0% | 63,021 | -5.7% | 2.47% | -6.7% |
| Q3 2022 | $2,806,000 | +0.2% | 66,830 | +5.8% | 2.65% | +2.5% |
| Q2 2022 | $2,801,000 | -15.5% | 63,178 | +1.3% | 2.58% | -1.6% |
| Q1 2022 | $3,313,000 | +49.8% | 62,360 | +57.5% | 2.62% | +46.4% |
| Q4 2021 | $2,211,000 | – | 39,606 | – | 1.79% | – |
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% |