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 | $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 ↓ |
|---|---|---|---|
| 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% |