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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,632,521 | -4.1% | 112,068 | -0.6% | 0.45% | +1.6% |
| Q2 2023 | $5,874,714 | +4.1% | 112,737 | -3.8% | 0.44% | 0.0% |
| Q1 2023 | $5,643,486 | +1.9% | 117,206 | -4.8% | 0.44% | -6.0% |
| Q4 2022 | $5,538,049 | +24.5% | 123,122 | +16.2% | 0.47% | +13.3% |
| Q3 2022 | $4,449,000 | -6.2% | 105,949 | -1.0% | 0.41% | -1.4% |
| Q2 2022 | $4,744,000 | -17.0% | 106,987 | -0.5% | 0.42% | -6.0% |
| Q1 2022 | $5,715,000 | -7.3% | 107,566 | -2.5% | 0.45% | -2.8% |
| Q4 2021 | $6,162,000 | +8.6% | 110,373 | -1.9% | 0.46% | -1.1% |
| Q3 2021 | $5,676,000 | -1.2% | 112,499 | -1.5% | 0.46% | -2.1% |
| Q2 2021 | $5,747,000 | +0.8% | 114,176 | -6.6% | 0.48% | -2.5% |
| Q1 2021 | $5,699,000 | -39.5% | 122,264 | -42.9% | 0.49% | -60.5% |
| Q4 2020 | $9,413,000 | +96.1% | 214,130 | +75.6% | 1.23% | +14.4% |
| Q3 2020 | $4,799,000 | -9.3% | 121,952 | -16.5% | 1.08% | -16.8% |
| Q2 2020 | $5,292,000 | +18.7% | 145,979 | -1.0% | 1.30% | -2.8% |
| Q1 2020 | $4,460,000 | -35.5% | 147,435 | -19.3% | 1.33% | -17.5% |
| Q4 2019 | $6,910,000 | +4.1% | 182,706 | -4.1% | 1.62% | -4.8% |
| Q3 2019 | $6,638,000 | +42.1% | 190,462 | +40.8% | 1.70% | +35.0% |
| Q2 2019 | $4,672,000 | +6.2% | 135,253 | +2.1% | 1.26% | +1.9% |
| Q1 2019 | $4,401,000 | +21.0% | 132,441 | +6.4% | 1.24% | +2.8% |
| Q4 2018 | $3,636,000 | -9.1% | 124,492 | +6.1% | 1.20% | +1.3% |
| Q3 2018 | $3,998,000 | +14.8% | 117,361 | +7.4% | 1.19% | +5.8% |
| Q2 2018 | $3,483,000 | +14.6% | 109,243 | +11.2% | 1.12% | +12.8% |
| Q1 2018 | $3,040,000 | +16.6% | 98,243 | +18.0% | 0.99% | +10.9% |
| Q4 2017 | $2,607,000 | – | 83,262 | – | 0.90% | – |
Download | ||||||
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% |