SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,107,392 | +9.4% | 282,928 | +5.1% | 0.19% | +2.2% |
| Q1 2024 | $16,556,492 | +13.0% | 269,080 | +2.7% | 0.19% | +2.8% |
| Q4 2023 | $14,649,713 | +10.6% | 262,070 | -0.5% | 0.18% | -4.7% |
| Q3 2023 | $13,240,042 | +3.6% | 263,431 | +7.5% | 0.19% | +3.3% |
| Q2 2023 | $12,775,288 | +29.2% | 245,160 | +19.4% | 0.18% | +16.5% |
| Q1 2023 | $9,889,529 | +27.0% | 205,390 | +18.6% | 0.16% | +16.2% |
| Q4 2022 | $7,787,207 | +9.3% | 173,126 | +2.0% | 0.14% | -2.2% |
| Q3 2022 | $7,127,000 | -55.1% | 169,727 | -52.6% | 0.14% | -54.1% |
| Q2 2022 | $15,872,000 | +143.1% | 357,972 | +191.2% | 0.30% | +183.2% |
| Q1 2022 | $6,530,000 | +5.2% | 122,914 | +10.6% | 0.11% | +9.2% |
| Q4 2021 | $6,206,000 | +37.2% | 111,159 | +24.0% | 0.10% | +27.3% |
| Q3 2021 | $4,522,000 | +13.4% | 89,624 | +13.1% | 0.08% | +11.6% |
| Q2 2021 | $3,987,000 | +14.5% | 79,224 | +6.1% | 0.07% | -6.8% |
| Q1 2021 | $3,481,000 | +13.9% | 74,680 | +7.5% | 0.07% | +5.7% |
| Q4 2020 | $3,055,000 | +14.0% | 69,484 | +2.0% | 0.07% | +1.4% |
| Q3 2020 | $2,681,000 | +8.5% | 68,138 | -0.1% | 0.07% | -2.8% |
| Q2 2020 | $2,472,000 | +19.9% | 68,193 | +0.1% | 0.07% | -4.1% |
| Q1 2020 | $2,061,000 | -23.2% | 68,148 | -3.9% | 0.07% | -5.1% |
| Q4 2019 | $2,683,000 | – | 70,933 | – | 0.08% | – |
Download | ||||||
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% |