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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,752,000 | -66.3% | 49,736 | -68.3% | 9.52% | +113.9% |
| Q1 2019 | $5,206,000 | -29.2% | 156,673 | -37.7% | 4.45% | -43.1% |
| Q4 2018 | $7,348,000 | +6965.4% | 251,547 | +8104.4% | 7.83% | +8502.2% |
| Q3 2018 | $104,000 | -98.6% | 3,066 | -98.7% | 0.09% | -98.6% |
| Q2 2018 | $7,635,000 | +98.0% | 239,503 | +92.2% | 6.72% | +38.4% |
| Q1 2018 | $3,856,000 | -44.6% | 124,615 | -44.0% | 4.86% | -30.3% |
| Q4 2017 | $6,966,000 | – | 222,488 | – | 6.97% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |