SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 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 | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |