SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $576,832 | +4.0% | 9,013 | 0.0% | 0.09% | 0.0% |
| Q1 2024 | $554,570 | +10.1% | 9,013 | 0.0% | 0.09% | +1.1% |
| Q4 2023 | $503,827 | +7.0% | 9,013 | -3.8% | 0.09% | -2.1% |
| Q3 2023 | $470,886 | -9.0% | 9,369 | -3.3% | 0.09% | -4.1% |
| Q2 2023 | $517,357 | +11.5% | 9,687 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $464,081 | -6.1% | 9,687 | -11.8% | 0.10% | -14.9% |
| Q4 2022 | $494,174 | +3.6% | 10,987 | -3.3% | 0.11% | -7.3% |
| Q3 2022 | $477,000 | -5.4% | 11,359 | 0.0% | 0.12% | -3.1% |
| Q2 2022 | $504,000 | -21.5% | 11,359 | -6.1% | 0.13% | -11.2% |
| Q1 2022 | $642,000 | -11.7% | 12,096 | -7.1% | 0.14% | -13.9% |
| Q4 2021 | $727,000 | -18.3% | 13,021 | -26.1% | 0.17% | -21.0% |
| Q3 2021 | $890,000 | -1.9% | 17,631 | -2.1% | 0.21% | -7.5% |
| Q2 2021 | $907,000 | -5.5% | 18,014 | -8.2% | 0.23% | -11.0% |
| Q1 2021 | $960,000 | -28.9% | 19,631 | -34.9% | 0.26% | -18.0% |
| Q4 2020 | $1,351,000 | +12.6% | 30,133 | -1.2% | 0.31% | -3.4% |
| Q3 2020 | $1,200,000 | +2.2% | 30,505 | -5.8% | 0.32% | -7.7% |
| Q2 2020 | $1,174,000 | +49.0% | 32,373 | +24.2% | 0.35% | +13.3% |
| Q1 2020 | $788,000 | +51.8% | 26,064 | +90.1% | 0.31% | +72.1% |
| Q4 2019 | $519,000 | +2495.0% | 13,711 | +2326.7% | 0.18% | +2457.1% |
| Q2 2019 | $20,000 | – | 565 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |