SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,830,720 | +65.4% | 50,639 | +48.7% | 1.27% | +36.2% |
| Q3 2023 | $1,711,856 | +257.5% | 34,060 | +270.6% | 0.93% | +323.2% |
| Q2 2023 | $478,891 | +66.2% | 9,190 | +53.6% | 0.22% | +33.3% |
| Q1 2023 | $288,178 | +97257.4% | 5,985 | -9.0% | 0.16% | -14.1% |
| Q4 2022 | $296 | -99.9% | 6,579 | +7.6% | 0.19% | +4.3% |
| Q3 2022 | $257,000 | +272.5% | 6,115 | +367.9% | 0.18% | +441.2% |
| Q1 2022 | $69,000 | – | 1,307 | – | 0.03% | – |
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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% |