SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,046,923 | +67911.7% | 60,623 | -29.5% | 0.53% | +33.1% |
| Q2 2023 | $4,480 | -21.3% | 85,965 | -27.2% | 0.40% | -14.5% |
| Q1 2023 | $5,689 | -99.9% | 118,156 | +8.0% | 0.46% | +3.1% |
| Q3 2022 | $4,594,000 | +1004.3% | 109,405 | +1065.7% | 0.45% | +969.0% |
| Q2 2022 | $416,000 | -96.1% | 9,385 | -95.3% | 0.04% | -95.3% |
| Q1 2022 | $10,576,000 | -14.7% | 199,060 | -10.1% | 0.89% | -16.2% |
| Q4 2021 | $12,400,000 | +15.6% | 221,452 | +4.2% | 1.06% | -10.7% |
| Q3 2021 | $10,726,000 | +125.1% | 212,512 | +6.4% | 1.18% | +76.8% |
| Q2 2021 | $4,766,000 | -44.7% | 199,789 | +8.0% | 0.67% | -39.3% |
| Q1 2021 | $8,619,000 | +6.4% | 184,914 | -0.3% | 1.10% | -3.9% |
| Q4 2020 | $8,099,000 | +43.0% | 185,517 | +28.5% | 1.15% | +34.5% |
| Q3 2020 | $5,664,000 | +24.6% | 144,419 | +15.2% | 0.85% | +8.4% |
| Q2 2020 | $4,545,000 | +214.1% | 125,392 | +162.1% | 0.79% | +176.1% |
| Q1 2020 | $1,447,000 | -57.7% | 47,834 | -47.1% | 0.28% | -52.0% |
| Q4 2019 | $3,422,000 | +5.4% | 90,488 | -2.9% | 0.59% | -4.3% |
| Q3 2019 | $3,246,000 | +2.7% | 93,147 | +1.8% | 0.62% | +1.3% |
| Q2 2019 | $3,161,000 | +14.9% | 91,513 | +10.6% | 0.61% | +6.8% |
| Q1 2019 | $2,751,000 | +12.7% | 82,772 | -1.0% | 0.57% | -3.2% |
| Q4 2018 | $2,441,000 | -15.7% | 83,573 | -1.7% | 0.59% | -7.6% |
| Q3 2018 | $2,895,000 | -7.4% | 84,985 | -13.3% | 0.64% | -13.8% |
| Q2 2018 | $3,127,000 | – | 98,073 | – | 0.74% | – |
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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% |