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 | $18,786 | +25.7% | 372,771 | +28.5% | 0.04% | +32.4% |
| Q2 2023 | $14,947 | +10.6% | 290,106 | +2.0% | 0.03% | +3.0% |
| Q1 2023 | $13,515 | +28.5% | 284,540 | +22.0% | 0.03% | +22.2% |
| Q4 2022 | $10,516 | -99.9% | 233,277 | -16.3% | 0.03% | -18.2% |
| Q3 2022 | $11,885,000 | -35.4% | 278,602 | -32.9% | 0.03% | -32.7% |
| Q2 2022 | $18,411,000 | -47.2% | 415,225 | -36.7% | 0.05% | -27.9% |
| Q1 2022 | $34,843,000 | -23.2% | 655,812 | -27.2% | 0.07% | -22.7% |
| Q4 2021 | $45,370,000 | +18.1% | 901,454 | +18.4% | 0.09% | +12.8% |
| Q3 2021 | $38,412,000 | -15.3% | 761,232 | -15.6% | 0.08% | -15.2% |
| Q2 2021 | $45,370,000 | +23.8% | 901,454 | +14.6% | 0.09% | +13.6% |
| Q1 2021 | $36,660,000 | +2603.5% | 786,537 | +2450.0% | 0.08% | +2600.0% |
| Q4 2020 | $1,356,000 | +13.3% | 30,845 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $1,197,000 | -9.5% | 30,424 | -30.4% | 0.00% | -25.0% |
| Q2 2020 | $1,322,000 | 0.0% | 43,689 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $1,322,000 | -13.9% | 43,689 | +7.6% | 0.01% | +25.0% |
| Q4 2019 | $1,536,000 | – | 40,612 | – | 0.00% | – |
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% |