SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,814 | +11.2% | 265 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $13,319 | -3.5% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,809 | +8.2% | 265 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $12,760 | +7.0% | 265 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,920 | +8.4% | 265 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $11,000 | -8.3% | 265 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 265 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $14,000 | -6.7% | 265 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $15,000 | +400.0% | 265 | +307.7% | 0.00% | – |
| Q3 2021 | $3,000 | +200.0% | 65 | +182.6% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 23 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |