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 | $70 | +268.4% | 37,000 | +94.7% | 0.01% | +250.0% |
| Q2 2023 | $19 | +90.0% | 19,000 | +120.9% | 0.00% | – |
| Q1 2023 | $10 | +100.0% | 8,600 | +83.0% | 0.00% | – |
| Q4 2022 | $5 | -99.8% | 4,700 | -62.7% | 0.00% | – |
| Q3 2022 | $3,000 | -50.0% | 12,600 | +60.8% | 0.00% | – |
| Q2 2022 | $6,000 | -14.3% | 7,838 | +106.3% | 0.00% | – |
| Q1 2022 | $7,000 | -56.2% | 3,800 | +245.5% | 0.00% | -100.0% |
| Q4 2021 | $16,000 | -20.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | – | 1,100 | +120.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 500 | -73.7% | 0.00% | – |
| Q1 2021 | $2,000 | – | 1,900 | +533.3% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 300 | -82.4% | 0.00% | – |
| Q3 2020 | $1,000 | -66.7% | 1,700 | +6.2% | 0.00% | – |
| Q2 2020 | $3,000 | – | 1,600 | – | 0.00% | – |
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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% |