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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,061,263 | -3.6% | 41,012 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $2,137,135 | +8.2% | 41,012 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $1,974,728 | +106757.6% | 41,012 | -0.2% | 0.02% | -4.3% |
| Q4 2022 | $1,848 | -99.9% | 41,094 | 0.0% | 0.02% | -11.5% |
| Q3 2022 | $1,726,000 | -5.4% | 41,094 | -0.1% | 0.03% | -7.1% |
| Q2 2022 | $1,824,000 | -16.4% | 41,132 | +0.1% | 0.03% | +7.7% |
| Q1 2022 | $2,183,000 | -4.8% | 41,094 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $2,294,000 | +10.6% | 41,094 | 0.0% | 0.03% | +8.0% |
| Q3 2021 | $2,074,000 | +0.3% | 41,094 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $2,068,000 | +8.0% | 41,094 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $1,915,000 | – | 41,094 | – | 0.02% | – |
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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% |