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 | $292,971 | -3.5% | 5,829 | 0.0% | 0.39% | -16.3% |
| Q2 2023 | $303,754 | +8.2% | 5,829 | 0.0% | 0.47% | +3.8% |
| Q1 2023 | $280,671 | +15.2% | 5,829 | +7.6% | 0.45% | +7.7% |
| Q4 2022 | $243,705 | +6.9% | 5,418 | 0.0% | 0.42% | +0.5% |
| Q3 2022 | $228,000 | -5.0% | 5,418 | 0.0% | 0.42% | +6.1% |
| Q2 2022 | $240,000 | -17.5% | 5,418 | -1.2% | 0.39% | -5.8% |
| Q1 2022 | $291,000 | -4.9% | 5,485 | 0.0% | 0.42% | +6.4% |
| Q4 2021 | $306,000 | +10.5% | 5,485 | +0.0% | 0.39% | +9.2% |
| Q3 2021 | $277,000 | +0.4% | 5,483 | +0.0% | 0.36% | -3.2% |
| Q2 2021 | $276,000 | +7.8% | 5,482 | 0.0% | 0.37% | +0.8% |
| Q1 2021 | $256,000 | +6.2% | 5,482 | 0.0% | 0.37% | +2.5% |
| Q4 2020 | $241,000 | +11.6% | 5,482 | 0.0% | 0.36% | -3.0% |
| Q3 2020 | $216,000 | -1.4% | 5,482 | -9.1% | 0.37% | -20.5% |
| Q2 2020 | $219,000 | -88.6% | 6,028 | -90.5% | 0.46% | -88.7% |
| Q1 2020 | $1,918,000 | +36.9% | 63,391 | +71.1% | 4.10% | +40.9% |
| Q4 2019 | $1,401,000 | +49.0% | 37,053 | +37.4% | 2.91% | +43.3% |
| Q3 2019 | $940,000 | +1.1% | 26,961 | +0.2% | 2.03% | -15.7% |
| Q2 2019 | $930,000 | +104.8% | 26,919 | +96.9% | 2.41% | +114.1% |
| Q1 2019 | $454,000 | – | 13,669 | – | 1.13% | – |
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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% |