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 | $1,552,933 | +26.0% | 30,898 | +30.7% | 0.00% | 0.0% |
| Q2 2023 | $1,232,037 | +49300.0% | 23,643 | -54.4% | 0.00% | 0.0% |
| Q1 2023 | $2,494 | +233.0% | 51,792 | +211.1% | 0.00% | – |
| Q4 2022 | $749 | -100.0% | 16,649 | -66.7% | 0.00% | -100.0% |
| Q3 2022 | $2,098,000 | +12.7% | 49,959 | +19.0% | 0.00% | 0.0% |
| Q2 2022 | $1,862,000 | -36.4% | 41,991 | -23.8% | 0.00% | -50.0% |
| Q1 2022 | $2,929,000 | +621.4% | 55,138 | +532.8% | 0.00% | – |
| Q1 2021 | $406,000 | -25.0% | 8,714 | -45.1% | 0.00% | -100.0% |
| Q3 2018 | $541,000 | – | 15,872 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |