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 | $12,421,730 | -11.0% | 247,149 | -7.7% | 6.03% | -4.9% |
| Q2 2023 | $13,958,719 | +8.4% | 267,870 | +0.2% | 6.34% | +6.2% |
| Q1 2023 | $12,874,882 | +5.7% | 267,391 | -1.2% | 5.97% | -1.5% |
| Q4 2022 | $12,178,513 | +7.3% | 270,754 | +0.1% | 6.06% | +0.2% |
| Q3 2022 | $11,352,000 | -5.5% | 270,353 | -0.3% | 6.05% | +0.7% |
| Q2 2022 | $12,019,000 | -18.6% | 271,061 | -2.5% | 6.01% | -3.2% |
| Q1 2022 | $14,769,000 | -7.5% | 277,977 | -2.8% | 6.21% | -2.5% |
| Q4 2021 | $15,974,000 | +2.8% | 286,124 | -7.1% | 6.37% | -4.2% |
| Q3 2021 | $15,536,000 | -3.0% | 307,891 | -3.3% | 6.65% | +4.8% |
| Q2 2021 | $16,023,000 | +9.1% | 318,356 | +1.0% | 6.34% | -1.9% |
| Q1 2021 | $14,687,000 | +7.5% | 315,110 | +1.4% | 6.46% | +2.7% |
| Q4 2020 | $13,664,000 | +12.4% | 310,820 | +0.6% | 6.30% | +2.1% |
| Q3 2020 | $12,156,000 | +8.6% | 308,924 | +0.0% | 6.17% | -5.4% |
| Q2 2020 | $11,198,000 | +4.1% | 308,909 | -13.1% | 6.52% | -9.5% |
| Q1 2020 | $10,755,000 | – | 355,523 | – | 7.20% | – |
Download | ||||||
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% |