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 | $99,590,743 | +114.4% | 1,981,511 | +122.3% | 9.21% | +74.9% |
| Q2 2023 | $46,444,523 | +19.8% | 891,279 | +10.7% | 5.27% | -23.7% |
| Q1 2023 | $38,770,176 | +8.4% | 805,196 | +1.3% | 6.90% | +45.9% |
| Q4 2022 | $35,750,221 | +13.8% | 794,803 | +6.2% | 4.73% | +23.2% |
| Q3 2022 | $31,421,000 | -4.5% | 748,293 | +0.8% | 3.84% | -2.5% |
| Q2 2022 | $32,917,000 | -15.7% | 742,371 | +1.1% | 3.94% | -16.9% |
| Q1 2022 | $39,026,000 | -27.0% | 734,542 | -23.3% | 4.74% | -56.6% |
| Q4 2021 | $53,441,000 | – | 957,216 | – | 10.94% | – |
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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% |