SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,718,771 | +11.7% | 153,576 | +15.8% | 1.26% | +12.2% |
| Q2 2023 | $6,910,935 | +13.2% | 132,622 | +4.6% | 1.12% | -0.5% |
| Q1 2023 | $6,106,210 | +107.0% | 126,816 | +93.3% | 1.13% | +90.1% |
| Q4 2022 | $2,950,562 | +5.5% | 65,597 | -1.5% | 0.59% | -1.5% |
| Q3 2022 | $2,797,000 | -13.4% | 66,608 | -8.6% | 0.60% | -14.5% |
| Q2 2022 | $3,231,000 | -20.1% | 72,866 | -4.3% | 0.70% | -6.5% |
| Q1 2022 | $4,046,000 | +81.4% | 76,148 | +90.6% | 0.75% | +83.9% |
| Q4 2021 | $2,231,000 | +53.4% | 39,956 | +38.7% | 0.41% | +42.9% |
| Q3 2021 | $1,454,000 | +34.6% | 28,811 | +34.3% | 0.29% | +30.5% |
| Q2 2021 | $1,080,000 | +8.1% | 21,452 | +0.0% | 0.22% | -6.0% |
| Q1 2021 | $999,000 | +4.1% | 21,442 | -1.8% | 0.23% | +2.6% |
| Q4 2020 | $960,000 | +11.8% | 21,829 | -0.0% | 0.23% | -14.3% |
| Q3 2020 | $859,000 | -15.3% | 21,836 | -22.0% | 0.27% | -26.7% |
| Q2 2020 | $1,014,000 | +39.7% | 27,979 | +16.5% | 0.36% | -19.3% |
| Q1 2020 | $726,000 | +32.0% | 24,014 | +65.0% | 0.45% | +36.8% |
| Q4 2019 | $550,000 | – | 14,553 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 939,709 | $52,464,000 | 35.56% |
| Peterson Wealth Advisors, LLC | 2,001,845 | $111,763,000 | 32.23% |
| Stadion Money Management, LLC | 10,166,170 | $567,577,000 | 29.65% |
| Brown Financial Advisory | 595,490 | $33,246,000 | 29.15% |
| New Perspectives, Inc | 714,239 | $39,876,000 | 28.21% |
| AFFINIA FINANCIAL GROUP, LLC | 772,947 | $41,484,000 | 26.97% |
| Clear Perspective Advisors, LLC | 1,011,305 | $56,461,000 | 17.14% |
| West Wealth Group, LLC | 773,161 | $43,165,000 | 16.24% |
| CCG WEALTH MANAGEMENT, LLC | 554,249 | $30,944,000 | 16.13% |
| Lloyd Advisory Services, LLC. | 614,688 | $34,318,000 | 15.82% |