SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 752 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $287,160 | +16.5% | 4,667 | +5.8% | 0.03% | +14.8% |
| Q4 2023 | $246,574 | -18.1% | 4,411 | -26.4% | 0.03% | -27.0% |
| Q3 2023 | $301,057 | -11.9% | 5,990 | -8.7% | 0.04% | -9.8% |
| Q2 2023 | $341,841 | +2.7% | 6,560 | -5.1% | 0.04% | -4.7% |
| Q1 2023 | $332,957 | +27.6% | 6,915 | +19.2% | 0.04% | +26.5% |
| Q4 2022 | $261,003 | +7.0% | 5,802 | -0.5% | 0.03% | 0.0% |
| Q3 2022 | $244,000 | -5.4% | 5,831 | 0.0% | 0.03% | -12.8% |
| Q2 2022 | $258,000 | -49.4% | 5,831 | -36.3% | 0.04% | -50.0% |
| Q1 2022 | $510,000 | 0.0% | 9,152 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $510,000 | +10.6% | 9,152 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $461,000 | -13.2% | 9,152 | -13.3% | 0.08% | -14.3% |
| Q2 2021 | $531,000 | -17.9% | 10,561 | -24.0% | 0.09% | -24.8% |
| Q1 2021 | $647,000 | -2.0% | 13,894 | -7.5% | 0.12% | -14.2% |
| Q4 2020 | $660,000 | +10.9% | 15,018 | -0.8% | 0.14% | -4.1% |
| Q3 2020 | $595,000 | -55.0% | 15,141 | -58.5% | 0.15% | -56.2% |
| Q2 2020 | $1,322,000 | -94.2% | 36,489 | -93.9% | 0.34% | -94.9% |
| Q4 2019 | $22,799,000 | +106.0% | 602,832 | +89.9% | 6.53% | +76.6% |
| Q3 2019 | $11,065,000 | +46.0% | 317,515 | +44.7% | 3.70% | +29.2% |
| Q2 2019 | $7,578,000 | -3.6% | 219,423 | -7.2% | 2.86% | -3.6% |
| Q1 2019 | $7,859,000 | +26.0% | 236,528 | +10.8% | 2.97% | +16.2% |
| Q4 2018 | $6,236,000 | – | 213,507 | – | 2.56% | – |
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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% |