SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,976 | -44.8% | 99,000 | -50.6% | 0.80% | -28.3% |
| Q4 2022 | $9,012 | -99.9% | 200,400 | 0.0% | 1.12% | +6.1% |
| Q3 2022 | $8,411,000 | -37.8% | 200,400 | -34.3% | 1.06% | -37.2% |
| Q2 2022 | $13,524,000 | -16.5% | 305,000 | 0.0% | 1.68% | -0.2% |
| Q1 2022 | $16,205,000 | -4.8% | 305,000 | 0.0% | 1.69% | -1.3% |
| Q4 2021 | $17,028,000 | +10.6% | 305,000 | +94.1% | 1.71% | +6.2% |
| Q3 2021 | $15,390,000 | -0.9% | 157,100 | +213.9% | 1.61% | -8.4% |
| Q2 2021 | $15,531,000 | – | 50,043 | – | 1.76% | – |
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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% |