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 | $1,520,226 | -8.9% | 30,247 | -5.5% | 0.04% | -6.8% |
| Q2 2023 | $1,668,573 | +57.2% | 32,020 | +45.2% | 0.04% | +51.7% |
| Q1 2023 | $1,061,666 | +52.2% | 22,049 | +42.1% | 0.03% | +38.1% |
| Q4 2022 | $697,762 | -9.6% | 15,513 | -15.6% | 0.02% | -22.2% |
| Q3 2022 | $772,000 | +4.3% | 18,384 | +10.1% | 0.03% | +8.0% |
| Q2 2022 | $740,000 | -36.6% | 16,694 | -24.0% | 0.02% | -26.5% |
| Q1 2022 | $1,167,000 | +1.4% | 21,969 | +6.6% | 0.03% | +3.0% |
| Q4 2021 | $1,151,000 | +18.5% | 20,601 | +7.1% | 0.03% | +6.5% |
| Q3 2021 | $971,000 | +37.9% | 19,240 | +37.5% | 0.03% | +40.9% |
| Q2 2021 | $704,000 | +4.1% | 13,996 | -3.5% | 0.02% | -12.0% |
| Q1 2021 | $676,000 | +4.3% | 14,498 | -1.5% | 0.02% | -3.8% |
| Q4 2020 | $648,000 | -43.5% | 14,720 | -49.5% | 0.03% | -51.9% |
| Q3 2020 | $1,146,000 | +193.8% | 29,157 | +170.7% | 0.05% | +157.1% |
| Q2 2020 | $390,000 | +338.2% | 10,770 | +265.6% | 0.02% | +250.0% |
| Q1 2020 | $89,000 | +122.5% | 2,946 | +181.4% | 0.01% | +200.0% |
| Q4 2019 | $40,000 | -32.2% | 1,047 | -38.3% | 0.00% | -50.0% |
| Q3 2019 | $59,000 | 0.0% | 1,696 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $59,000 | +9.3% | 1,696 | +3.7% | 0.00% | 0.0% |
| Q1 2019 | $54,000 | +25.6% | 1,636 | +12.4% | 0.00% | 0.0% |
| Q4 2018 | $43,000 | -14.0% | 1,456 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $50,000 | +4.2% | 1,456 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $48,000 | – | 1,456 | – | 0.00% | – |
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% |