SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,025,361 | +2.8% | 20,401 | +6.6% | 1.09% | +16.1% |
| Q2 2023 | $997,678 | +11.7% | 19,146 | +3.2% | 0.94% | +3.0% |
| Q1 2023 | $893,249 | +25.0% | 18,551 | +16.8% | 0.91% | +12.1% |
| Q4 2022 | $714,454 | +126.1% | 15,884 | +111.1% | 0.81% | +124.7% |
| Q3 2022 | $316,000 | -2.8% | 7,523 | +2.6% | 0.36% | +2.0% |
| Q2 2022 | $325,000 | +13.2% | 7,329 | +35.5% | 0.35% | +33.1% |
| Q1 2022 | $287,000 | – | 5,409 | – | 0.27% | – |
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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% |