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 2021 | $9,079,000 | -2.2% | 179,918 | -2.5% | 1.94% | -2.0% |
| Q2 2021 | $9,285,000 | +6.1% | 184,485 | -1.7% | 1.98% | -2.5% |
| Q1 2021 | $8,750,000 | +0.1% | 187,726 | -5.6% | 2.03% | -6.6% |
| Q4 2020 | $8,744,000 | +9.3% | 198,903 | -2.2% | 2.18% | -3.3% |
| Q3 2020 | $8,000,000 | +3.5% | 203,305 | -4.6% | 2.25% | -5.9% |
| Q2 2020 | $7,728,000 | +14.1% | 213,196 | -4.8% | 2.39% | -14.3% |
| Q1 2020 | $6,775,000 | -30.3% | 223,960 | -12.8% | 2.79% | -11.4% |
| Q4 2019 | $9,716,000 | -0.9% | 256,909 | -8.7% | 3.15% | -3.6% |
| Q3 2019 | $9,802,000 | -0.5% | 281,269 | -1.4% | 3.27% | -4.2% |
| Q2 2019 | $9,854,000 | -2.0% | 285,282 | -1.8% | 3.41% | -0.7% |
| Q1 2019 | $10,053,000 | -8.7% | 290,370 | -23.0% | 3.43% | -13.7% |
| Q4 2018 | $11,011,000 | -19.3% | 376,976 | -5.9% | 3.98% | -4.3% |
| Q3 2018 | $13,651,000 | +5.1% | 400,664 | -1.7% | 4.16% | -64.7% |
| Q2 2018 | $12,989,000 | +2.0% | 407,428 | -1.0% | 11.78% | -1.4% |
| Q1 2018 | $12,732,000 | -6.3% | 411,506 | -5.2% | 11.95% | -9.2% |
| Q4 2017 | $13,593,000 | +5.9% | 434,131 | +299.0% | 13.15% | +0.7% |
| Q3 2017 | $12,833,000 | -3.1% | 108,792 | -6.5% | 13.07% | -5.6% |
| Q2 2017 | $13,240,000 | -0.8% | 116,317 | -3.3% | 13.84% | -6.0% |
| Q1 2017 | $13,352,000 | +0.1% | 120,340 | -5.1% | 14.71% | -7.5% |
| Q4 2016 | $13,339,000 | -3.6% | 126,792 | -6.5% | 15.90% | -1.6% |
| Q3 2016 | $13,834,000 | +3.8% | 135,676 | -0.3% | 16.16% | +1.7% |
| Q2 2016 | $13,332,000 | -1.9% | 136,075 | -3.6% | 15.89% | -2.2% |
| Q1 2016 | $13,595,000 | -1.8% | 141,126 | -2.1% | 16.25% | -7.1% |
| Q4 2015 | $13,848,000 | +4.3% | 144,177 | -2.5% | 17.50% | -6.4% |
| Q3 2015 | $13,274,000 | -10.1% | 147,846 | -2.4% | 18.69% | +9.8% |
| Q2 2015 | $14,773,000 | -5.6% | 151,507 | -4.9% | 17.02% | +0.5% |
| Q1 2015 | $15,642,000 | -0.8% | 159,364 | -2.1% | 16.93% | +3.8% |
| Q4 2014 | $15,771,000 | -90.0% | 162,860 | -4.4% | 16.31% | -0.1% |
| Q3 2014 | $158,501,000 | +901.7% | 170,336 | -0.5% | 16.32% | +8.0% |
| Q2 2014 | $15,823,000 | +1.6% | 171,150 | -2.9% | 15.11% | -2.7% |
| Q1 2014 | $15,568,000 | -6.8% | 176,308 | -8.6% | 15.53% | -7.4% |
| Q4 2013 | $16,709,000 | +8.3% | 192,900 | -0.9% | 16.76% | +7.4% |
| Q3 2013 | $15,428,000 | +3168.6% | 194,627 | +4849.8% | 15.61% | +3555.0% |
| Q2 2013 | $472,000 | – | 3,932 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |