SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,478,187 | +21.3% | 1,004,341 | +25.7% | 0.56% | +18.1% |
| Q2 2023 | $41,627,770 | +67.1% | 798,844 | +54.4% | 0.47% | +51.1% |
| Q1 2023 | $24,913,622 | +114.8% | 517,416 | +41.2% | 0.31% | -0.6% |
| Q4 2022 | $11,601,069 | +12.7% | 366,502 | +49.5% | 0.31% | +85.2% |
| Q3 2022 | $10,297,000 | -6.9% | 245,212 | -1.6% | 0.17% | -7.7% |
| Q2 2022 | $11,055,000 | +23.5% | 249,324 | +48.0% | 0.18% | +27.1% |
| Q1 2022 | $8,952,000 | +185.3% | 168,485 | +199.8% | 0.14% | +206.4% |
| Q4 2021 | $3,138,000 | +112.5% | 56,207 | +92.0% | 0.05% | +27.0% |
| Q3 2021 | $1,477,000 | +76.0% | 29,281 | +75.7% | 0.04% | +68.2% |
| Q2 2021 | $839,000 | +124.9% | 16,662 | +108.3% | 0.02% | +100.0% |
| Q1 2021 | $373,000 | -4.6% | 7,998 | -10.0% | 0.01% | -15.4% |
| Q4 2020 | $391,000 | -15.0% | 8,888 | -23.9% | 0.01% | -18.8% |
| Q3 2020 | $460,000 | -77.8% | 11,679 | -79.6% | 0.02% | -80.2% |
| Q2 2020 | $2,075,000 | +18.4% | 57,244 | -1.2% | 0.08% | -3.6% |
| Q1 2020 | $1,752,000 | -20.6% | 57,924 | -0.7% | 0.08% | -4.5% |
| Q4 2019 | $2,206,000 | – | 58,354 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |