SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 624 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,110,111 | +0.0% | 142,345 | -3.8% | 6.06% | +34.5% |
| Q1 2024 | $9,107,969 | +13.2% | 148,025 | +2.8% | 4.51% | -22.7% |
| Q4 2023 | $8,049,378 | +18.6% | 143,996 | +6.6% | 5.83% | -34.0% |
| Q3 2023 | $6,786,502 | +35.9% | 135,028 | +40.9% | 8.83% | +27.3% |
| Q2 2023 | $4,995,369 | +9.1% | 95,862 | +0.8% | 6.94% | +11.6% |
| Q1 2023 | $4,579,065 | +4.6% | 95,100 | -2.3% | 6.22% | -0.5% |
| Q4 2022 | $4,377,813 | +3.1% | 97,328 | -3.7% | 6.25% | -2.9% |
| Q3 2022 | $4,245,000 | -16.2% | 101,091 | -11.5% | 6.44% | -12.7% |
| Q2 2022 | $5,068,000 | -14.0% | 114,290 | -2.8% | 7.37% | +4.7% |
| Q1 2022 | $5,892,000 | +10.5% | 117,603 | +23.1% | 7.04% | +14.8% |
| Q4 2021 | $5,334,000 | – | 95,543 | – | 6.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 863,837 | $55,285,568 | 42.51% |
| Advance Capital Management, Inc. | 13,569,767 | $868,465,059 | 41.10% |
| Priebe Wealth Holdings LLC | 636,106 | $40,710,778 | 32.26% |
| Peterson Wealth Advisors, LLC | 2,351,124 | $150,471,968 | 31.56% |
| New Perspectives, Inc | 884,297 | $56,595,017 | 30.21% |
| Sterling Group Wealth Management, LLC | 821,360 | $52,567,029 | 30.18% |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1,627,094 | $104,134 | 30.02% |
| Forthright Family Wealth Advisory LLC | 694,925 | $44,475,200 | 28.66% |
| Advocacy Wealth Management Services, LLC | 5,053,527 | $323,425,728 | 26.68% |
| Private Wealth Group, LLC | 751,472 | $48,094,208 | 25.26% |