SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,505 | -99.6% | 348,285 | +346.6% | 2.21% | +318.6% |
| Q2 2023 | $4,063,746 | -2.5% | 77,984 | -9.9% | 0.53% | -15.9% |
| Q1 2023 | $4,169,452 | +2.1% | 86,593 | -4.7% | 0.63% | -4.7% |
| Q4 2022 | $4,085,443 | -0.8% | 90,828 | -7.4% | 0.66% | +86.4% |
| Q3 2022 | $4,119,000 | -4.2% | 98,103 | +1.1% | 0.35% | -47.6% |
| Q2 2022 | $4,300,000 | -15.5% | 96,999 | +1.2% | 0.67% | -14.6% |
| Q1 2022 | $5,091,000 | -37.8% | 95,838 | -34.6% | 0.79% | +152.9% |
| Q4 2021 | $8,179,000 | +111.2% | 146,512 | +90.9% | 0.31% | -47.0% |
| Q3 2021 | $3,872,000 | +13.6% | 76,742 | +13.4% | 0.59% | +14.1% |
| Q2 2021 | $3,407,000 | -28.6% | 67,693 | -33.9% | 0.52% | -31.9% |
| Q1 2021 | $4,771,000 | -77.3% | 102,353 | -78.6% | 0.76% | -78.3% |
| Q4 2020 | $20,992,000 | +60.7% | 477,517 | +43.8% | 3.49% | +40.9% |
| Q3 2020 | $13,065,000 | -8.9% | 332,029 | -16.1% | 2.48% | -12.4% |
| Q2 2020 | $14,346,000 | +139.5% | 395,762 | +99.8% | 2.83% | +83.3% |
| Q1 2020 | $5,990,000 | -77.5% | 198,030 | -71.8% | 1.54% | -70.5% |
| Q4 2019 | $26,572,000 | +39.6% | 702,600 | +28.6% | 5.23% | +28.1% |
| Q3 2019 | $19,033,000 | -3.2% | 546,139 | -4.0% | 4.08% | -13.5% |
| Q2 2019 | $19,656,000 | +6.3% | 569,068 | +2.2% | 4.72% | -8.9% |
| Q1 2019 | $18,499,000 | +668.2% | 556,682 | +575.1% | 5.18% | +476.6% |
| Q4 2018 | $2,408,000 | +829.7% | 82,454 | +985.6% | 0.90% | +1009.9% |
| Q3 2018 | $259,000 | -20.3% | 7,595 | -25.6% | 0.08% | -29.6% |
| Q2 2018 | $325,000 | -88.7% | 10,205 | -89.0% | 0.12% | -86.7% |
| Q1 2018 | $2,878,000 | +1069.9% | 93,017 | +1082.2% | 0.86% | +1064.9% |
| Q4 2017 | $246,000 | – | 7,868 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |