SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 769 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,877,952 | +0.5% | 29,343 | -3.4% | 0.04% | -4.3% |
| Q1 2024 | $1,868,236 | -33.4% | 30,363 | -39.5% | 0.05% | -57.8% |
| Q4 2023 | $2,804,671 | +1.3% | 50,173 | -9.0% | 0.11% | -10.7% |
| Q3 2023 | $2,769,628 | -8.2% | 55,106 | -4.9% | 0.12% | -14.1% |
| Q2 2023 | $3,018,629 | +6.0% | 57,928 | -2.0% | 0.14% | -25.3% |
| Q1 2023 | $2,846,628 | -53.9% | 59,120 | -57.0% | 0.19% | -56.6% |
| Q4 2022 | $6,180,702 | -5.8% | 137,410 | -12.1% | 0.44% | -17.5% |
| Q3 2022 | $6,564,000 | +35.5% | 156,331 | +43.0% | 0.53% | +19.1% |
| Q2 2022 | $4,846,000 | +32.2% | 109,298 | +58.4% | 0.45% | +50.2% |
| Q1 2022 | $3,665,000 | +22.7% | 68,998 | +29.0% | 0.30% | -5.7% |
| Q4 2021 | $2,986,000 | +58.8% | 53,481 | +43.6% | 0.32% | +45.8% |
| Q3 2021 | $1,880,000 | +28.9% | 37,254 | +28.5% | 0.22% | +24.1% |
| Q2 2021 | $1,459,000 | +16.3% | 28,981 | +7.7% | 0.17% | +5.5% |
| Q1 2021 | $1,254,000 | -4.1% | 26,906 | -9.5% | 0.16% | -2.9% |
| Q4 2020 | $1,307,000 | -2.7% | 29,726 | -12.9% | 0.17% | -19.8% |
| Q3 2020 | $1,343,000 | -19.2% | 34,141 | -25.6% | 0.21% | -25.6% |
| Q2 2020 | $1,663,000 | +18.2% | 45,889 | -1.3% | 0.28% | -7.2% |
| Q1 2020 | $1,407,000 | -6.5% | 46,497 | +16.8% | 0.31% | +27.4% |
| Q4 2019 | $1,505,000 | +13.4% | 39,801 | +4.5% | 0.24% | +5.7% |
| Q3 2019 | $1,327,000 | – | 38,088 | – | 0.23% | – |
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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% |