SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 752 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,256,823 | +31.6% | 113,388 | +26.5% | 0.05% | +6.1% |
| Q1 2024 | $5,514,586 | +25.5% | 89,624 | +14.0% | 0.05% | +11.4% |
| Q4 2023 | $4,394,716 | +29.2% | 78,617 | +16.2% | 0.04% | +15.8% |
| Q3 2023 | $3,400,334 | +107.0% | 67,655 | +114.6% | 0.04% | +100.0% |
| Q2 2023 | $1,643,016 | +9.5% | 31,530 | +1.2% | 0.02% | +5.6% |
| Q1 2023 | $1,500,870 | -3.0% | 31,171 | -9.4% | 0.02% | -14.3% |
| Q4 2022 | $1,547,709 | +44.1% | 34,409 | +34.6% | 0.02% | +31.2% |
| Q3 2022 | $1,074,000 | -13.1% | 25,569 | -8.3% | 0.02% | -15.8% |
| Q2 2022 | $1,236,000 | +2.1% | 27,887 | +22.7% | 0.02% | +11.8% |
| Q1 2022 | $1,210,000 | +40.2% | 22,719 | +47.0% | 0.02% | +30.8% |
| Q4 2021 | $863,000 | +25.4% | 15,455 | +13.2% | 0.01% | +18.2% |
| Q3 2021 | $688,000 | +58.2% | 13,652 | +58.6% | 0.01% | +37.5% |
| Q2 2021 | $435,000 | +71.9% | 8,606 | +58.3% | 0.01% | +60.0% |
| Q1 2021 | $253,000 | – | 5,435 | – | 0.01% | – |
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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% |