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 | $708,730 | -8.8% | 14,101 | -5.5% | 0.49% | -10.3% |
| Q2 2023 | $777,417 | +3.0% | 14,919 | -4.8% | 0.54% | +8.4% |
| Q1 2023 | $754,640 | +5.0% | 15,673 | -1.9% | 0.50% | -0.2% |
| Q4 2022 | $718,872 | +2.0% | 15,982 | -4.9% | 0.50% | -12.1% |
| Q3 2022 | $705,000 | -6.9% | 16,798 | -1.6% | 0.57% | +6.3% |
| Q2 2022 | $757,000 | -20.0% | 17,068 | -4.2% | 0.54% | -7.1% |
| Q1 2022 | $946,000 | -10.9% | 17,808 | -6.4% | 0.58% | -9.0% |
| Q4 2021 | $1,062,000 | +8.7% | 19,016 | -1.8% | 0.64% | +5.1% |
| Q3 2021 | $977,000 | -21.4% | 19,365 | -21.6% | 0.60% | -21.0% |
| Q2 2021 | $1,243,000 | -14.0% | 24,707 | -41.8% | 0.77% | -28.4% |
| Q1 2021 | $1,445,000 | +28.3% | 42,428 | +65.6% | 1.07% | +23.4% |
| Q4 2020 | $1,126,000 | +9.2% | 25,624 | -2.3% | 0.87% | +1.3% |
| Q3 2020 | $1,031,000 | +7.8% | 26,220 | -0.7% | 0.86% | -1.2% |
| Q2 2020 | $956,000 | +0.3% | 26,393 | -16.3% | 0.87% | -2.9% |
| Q1 2020 | $953,000 | -81.2% | 31,529 | -76.5% | 0.89% | -80.2% |
| Q4 2019 | $5,079,000 | +7.5% | 134,290 | -0.9% | 4.51% | +6.0% |
| Q3 2019 | $4,723,000 | -15.5% | 135,522 | -16.3% | 4.26% | -14.9% |
| Q2 2019 | $5,589,000 | +17.1% | 161,822 | +12.6% | 5.00% | +14.3% |
| Q1 2019 | $4,774,000 | +30.3% | 143,677 | +14.5% | 4.38% | +21.0% |
| Q4 2018 | $3,664,000 | -19.6% | 125,445 | -6.3% | 3.62% | +21.9% |
| Q3 2018 | $4,559,000 | +11.4% | 133,818 | +4.3% | 2.97% | +19.8% |
| Q2 2018 | $4,091,000 | +9.1% | 128,339 | +5.9% | 2.48% | +10.2% |
| Q1 2018 | $3,750,000 | – | 121,195 | – | 2.25% | – |
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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% |