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 | $2,048,008 | +40680.7% | 40,748 | -57.7% | 0.44% | -44.9% |
| Q2 2023 | $5,022 | +11.2% | 96,371 | +2.8% | 0.81% | +9.0% |
| Q1 2023 | $4,515 | +14.2% | 93,769 | +6.7% | 0.74% | -0.1% |
| Q4 2022 | $3,952 | -99.8% | 87,857 | +115.6% | 0.74% | +66.7% |
| Q3 2022 | $2,048,008 | -16.6% | 40,748 | -22.9% | 0.44% | -19.1% |
| Q2 2022 | $2,456,000 | +158.3% | 52,858 | +192.6% | 0.55% | +185.0% |
| Q1 2022 | $951,000 | – | 18,064 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |