SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,093,816 | +8.6% | 136,132 | +0.3% | 1.15% | -7.3% |
| Q1 2023 | $6,532,551 | -2.3% | 135,671 | -8.7% | 1.24% | -9.6% |
| Q4 2022 | $6,683,109 | -12.9% | 148,580 | -18.7% | 1.37% | -21.2% |
| Q3 2022 | $7,671,000 | -3.7% | 182,691 | +1.7% | 1.74% | +0.6% |
| Q2 2022 | $7,966,000 | -18.5% | 179,668 | -2.4% | 1.73% | -6.3% |
| Q1 2022 | $9,779,000 | -1.1% | 184,059 | +3.9% | 1.85% | -4.3% |
| Q4 2021 | $9,890,000 | +12.1% | 177,140 | +1.3% | 1.93% | -3.3% |
| Q3 2021 | $8,821,000 | +2.9% | 174,804 | +2.6% | 2.00% | +1.2% |
| Q2 2021 | $8,574,000 | +11.3% | 170,360 | +3.1% | 1.97% | -0.7% |
| Q1 2021 | $7,705,000 | +9.5% | 165,307 | +3.3% | 1.99% | -0.9% |
| Q4 2020 | $7,036,000 | +4.9% | 160,051 | -6.1% | 2.01% | -6.4% |
| Q3 2020 | $6,709,000 | +18.6% | 170,489 | +9.2% | 2.14% | +6.8% |
| Q2 2020 | $5,658,000 | +40.5% | 156,081 | +46.6% | 2.01% | +40.8% |
| Q1 2020 | $4,026,000 | 0.0% | 106,458 | 0.0% | 1.42% | +1.0% |
| Q4 2019 | $4,026,000 | – | 106,458 | – | 1.41% | – |
Download | ||||||
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% |