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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,451,721 | +8.2% | 162,190 | 0.0% | 0.13% | +2.3% |
| Q1 2023 | $7,809,449 | +7.8% | 162,190 | +0.7% | 0.13% | +3.2% |
| Q4 2022 | $7,241,060 | +23.5% | 160,984 | +15.3% | 0.12% | +8.8% |
| Q3 2022 | $5,864,000 | -4.3% | 139,664 | +1.1% | 0.11% | +3.6% |
| Q2 2022 | $6,125,000 | -17.3% | 138,144 | -0.9% | 0.11% | -3.5% |
| Q1 2022 | $7,404,000 | +14.7% | 139,359 | +20.5% | 0.11% | +18.8% |
| Q4 2021 | $6,456,000 | +12.0% | 115,644 | +1.2% | 0.10% | +3.2% |
| Q3 2021 | $5,766,000 | +0.3% | 114,268 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $5,751,000 | -17.2% | 114,268 | -23.3% | 0.09% | -22.0% |
| Q1 2021 | $6,948,000 | +6.0% | 149,068 | 0.0% | 0.12% | -1.7% |
| Q4 2020 | $6,553,000 | +9.3% | 149,068 | -2.1% | 0.12% | 0.0% |
| Q3 2020 | $5,993,000 | -39.6% | 152,308 | -44.3% | 0.12% | -43.9% |
| Q2 2020 | $9,915,000 | +53.2% | 273,518 | +27.9% | 0.21% | +36.3% |
| Q1 2020 | $6,471,000 | – | 213,910 | – | 0.16% | – |
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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% |