SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,108,096 | +3.9% | 32,939 | -0.1% | 0.03% | 0.0% |
| Q1 2024 | $2,028,867 | +8.6% | 32,979 | -1.3% | 0.03% | 0.0% |
| Q4 2023 | $1,868,401 | +10.8% | 33,424 | -0.4% | 0.03% | 0.0% |
| Q3 2023 | $1,686,339 | -4.2% | 33,559 | -0.6% | 0.03% | -3.2% |
| Q2 2023 | $1,759,702 | +8.2% | 33,769 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $1,625,976 | +7.1% | 33,769 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $1,518,591 | +7.1% | 33,769 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $1,418,000 | -4.9% | 33,769 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $1,491,000 | -13.2% | 33,619 | +4.0% | 0.03% | +3.4% |
| Q1 2022 | $1,718,000 | – | 32,339 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |