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 | $7,658,471 | +50.6% | 152,377 | +56.2% | 1.49% | +57.4% |
| Q2 2023 | $5,084,984 | +169399.5% | 97,582 | +159870.5% | 0.94% | +47100.0% |
| Q2 2022 | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 61 | -10.3% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 68 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $3,000 | -25.0% | 68 | -8.1% | 0.00% | -50.0% |
| Q2 2021 | $4,000 | +33.3% | 74 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $3,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 74 | +15.6% | 0.00% | -50.0% |
| Q3 2020 | $3,000 | +50.0% | 64 | +4.9% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | – | 61 | – | 0.00% | – |
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% |