SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 173 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,661,933 | +5.3% | 166,224 | -2.7% | 2.81% | +0.7% |
| Q1 2023 | $8,222,961 | +7.7% | 170,778 | +0.6% | 2.79% | -0.0% |
| Q4 2022 | $7,638,459 | +4.7% | 169,819 | -2.2% | 2.79% | -1.4% |
| Q3 2022 | $7,293,000 | +1.3% | 173,676 | +7.0% | 2.83% | +6.5% |
| Q2 2022 | $7,199,000 | -16.5% | 162,359 | +0.1% | 2.66% | -5.1% |
| Q1 2022 | $8,617,000 | -10.7% | 162,186 | -6.2% | 2.80% | -6.3% |
| Q4 2021 | $9,653,000 | +10.9% | 172,892 | +0.2% | 2.99% | +5.8% |
| Q3 2021 | $8,708,000 | -1.5% | 172,570 | -1.8% | 2.83% | -3.7% |
| Q2 2021 | $8,845,000 | +5.2% | 175,731 | -2.5% | 2.94% | -7.3% |
| Q1 2021 | $8,404,000 | +3.9% | 180,300 | -2.0% | 3.17% | -0.6% |
| Q4 2020 | $8,092,000 | +7.9% | 184,073 | -3.5% | 3.19% | -1.0% |
| Q3 2020 | $7,503,000 | -3.2% | 190,683 | -10.8% | 3.22% | -9.0% |
| Q2 2020 | $7,751,000 | +33.6% | 213,812 | +11.5% | 3.54% | +14.4% |
| Q1 2020 | $5,803,000 | -21.1% | 191,841 | -1.3% | 3.09% | -5.7% |
| Q4 2019 | $7,354,000 | +7.7% | 194,448 | -0.7% | 3.28% | -0.0% |
| Q3 2019 | $6,826,000 | +4.6% | 195,878 | +3.7% | 3.28% | +2.7% |
| Q2 2019 | $6,524,000 | -0.4% | 188,878 | -4.2% | 3.20% | -8.0% |
| Q1 2019 | $6,550,000 | +13.7% | 197,098 | -0.1% | 3.47% | +1.0% |
| Q4 2018 | $5,761,000 | -15.3% | 197,236 | -1.2% | 3.44% | -7.3% |
| Q3 2018 | $6,801,000 | +7.0% | 199,618 | +0.1% | 3.71% | +0.8% |
| Q2 2018 | $6,357,000 | +7.1% | 199,412 | +3.9% | 3.68% | +32.3% |
| Q1 2018 | $5,936,000 | -1.9% | 191,845 | -0.7% | 2.78% | -7.2% |
| Q4 2017 | $6,049,000 | – | 193,255 | – | 3.00% | – |
Download | ||||||
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% |