SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,844,810 | +31.8% | 104,558 | +18.5% | 0.53% | +14.2% |
| Q3 2023 | $4,434,987 | +10.8% | 88,241 | +14.8% | 0.47% | +8.9% |
| Q2 2023 | $4,003,754 | +50.9% | 76,833 | +39.5% | 0.43% | +41.7% |
| Q1 2023 | $2,652,559 | +35.1% | 55,089 | +26.2% | 0.30% | +36.0% |
| Q4 2022 | $1,963,778 | +91.0% | 43,659 | +78.4% | 0.22% | +52.1% |
| Q3 2022 | $1,028,000 | +72.2% | 24,475 | +81.8% | 0.15% | +82.5% |
| Q2 2022 | $597,000 | – | 13,464 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |