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 | $7,962,743 | -4.2% | 158,431 | -0.7% | 4.71% | -2.0% |
| Q2 2023 | $8,313,795 | +5.0% | 159,543 | -3.0% | 4.80% | +6.1% |
| Q1 2023 | $7,916,571 | +1.8% | 164,415 | -4.9% | 4.53% | -13.3% |
| Q4 2022 | $7,776,522 | +4.4% | 172,888 | -2.5% | 5.22% | -2.7% |
| Q3 2022 | $7,446,000 | -2.1% | 177,332 | +3.4% | 5.36% | +5.2% |
| Q2 2022 | $7,604,000 | -20.1% | 171,485 | -4.2% | 5.10% | -19.9% |
| Q1 2022 | $9,512,000 | +10.1% | 179,035 | +4.6% | 6.36% | +2.2% |
| Q4 2021 | $8,636,000 | 0.0% | 171,143 | 0.0% | 6.23% | 0.0% |
| Q3 2021 | $8,636,000 | -0.9% | 171,143 | -1.2% | 6.23% | +2.6% |
| Q2 2021 | $8,716,000 | +8.3% | 173,168 | +0.3% | 6.07% | +3.8% |
| Q1 2021 | $8,045,000 | +7.1% | 172,603 | +1.0% | 5.85% | -9.3% |
| Q4 2020 | $7,510,000 | – | 170,846 | – | 6.45% | – |
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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% |