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 | $1,178,647 | +1.0% | 23,451 | +4.7% | 0.01% | +25.0% |
| Q2 2023 | $1,167,368 | +46.8% | 22,402 | +35.7% | 0.00% | +33.3% |
| Q1 2023 | $795,101 | +24.4% | 16,513 | +16.5% | 0.00% | 0.0% |
| Q4 2022 | $639,099 | +18.1% | 14,177 | +11.8% | 0.00% | +50.0% |
| Q3 2022 | $541,000 | +339.8% | 12,677 | +357.7% | 0.00% | +100.0% |
| Q2 2022 | $123,000 | -12.8% | 2,770 | +4.4% | 0.00% | – |
| Q1 2022 | $141,000 | -4.7% | 2,653 | 0.0% | 0.00% | – |
| Q4 2021 | $148,000 | -1.3% | 2,653 | -10.5% | 0.00% | -100.0% |
| Q3 2021 | $150,000 | +1.4% | 2,965 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $148,000 | – | 2,937 | – | 0.00% | – |
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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% |