SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,787,321 | +3.4% | 294,216 | +7.2% | 1.82% | +7.1% |
| Q2 2023 | $14,301,841 | +6.4% | 274,455 | -1.7% | 1.70% | +1.0% |
| Q1 2023 | $13,437,953 | +24.3% | 279,085 | +8.4% | 1.68% | +7.6% |
| Q3 2022 | $10,815,000 | -1.5% | 257,571 | +6.0% | 1.56% | +6.5% |
| Q2 2022 | $10,981,000 | -12.8% | 243,099 | -2.8% | 1.46% | -5.2% |
| Q1 2022 | $12,592,000 | -6.1% | 250,189 | +4.1% | 1.55% | +1.0% |
| Q4 2021 | $13,414,000 | +15.8% | 240,272 | +4.7% | 1.53% | -1.9% |
| Q3 2021 | $11,584,000 | -0.0% | 229,566 | +2.7% | 1.56% | -8.2% |
| Q2 2021 | $11,587,000 | +18.4% | 223,557 | +6.5% | 1.70% | +7.2% |
| Q1 2021 | $9,788,000 | +3.8% | 209,995 | +0.5% | 1.58% | -2.3% |
| Q4 2020 | $9,429,000 | +20.3% | 208,875 | +4.8% | 1.62% | +2.5% |
| Q3 2020 | $7,840,000 | +11.9% | 199,244 | +3.0% | 1.58% | -6.7% |
| Q2 2020 | $7,009,000 | +35.2% | 193,361 | +12.8% | 1.70% | +39.5% |
| Q1 2020 | $5,186,000 | – | 171,467 | – | 1.22% | – |
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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% |