SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,275 | +66.8% | 45,270 | +73.0% | 0.01% | +75.0% |
| Q2 2023 | $1,364 | +45.4% | 26,172 | +34.4% | 0.00% | +33.3% |
| Q1 2023 | $938 | -16.7% | 19,471 | -22.2% | 0.00% | -25.0% |
| Q4 2022 | $1,126 | -99.9% | 25,028 | +21.4% | 0.00% | +33.3% |
| Q3 2022 | $914,000 | 0.0% | 20,620 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $914,000 | +200.7% | 20,620 | +260.8% | 0.00% | +200.0% |
| Q1 2022 | $304,000 | +22.6% | 5,715 | +28.5% | 0.00% | 0.0% |
| Q4 2021 | $248,000 | -28.9% | 4,446 | -56.0% | 0.00% | -50.0% |
| Q3 2019 | $349,000 | 0.0% | 10,100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $349,000 | – | 10,100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 939,709 | $52,464,000 | 35.56% |
| Peterson Wealth Advisors, LLC | 2,001,845 | $111,763,000 | 32.23% |
| Stadion Money Management, LLC | 10,166,170 | $567,577,000 | 29.65% |
| Brown Financial Advisory | 595,490 | $33,246,000 | 29.15% |
| New Perspectives, Inc | 714,239 | $39,876,000 | 28.21% |
| AFFINIA FINANCIAL GROUP, LLC | 772,947 | $41,484,000 | 26.97% |
| Clear Perspective Advisors, LLC | 1,011,305 | $56,461,000 | 17.14% |
| West Wealth Group, LLC | 773,161 | $43,165,000 | 16.24% |
| CCG WEALTH MANAGEMENT, LLC | 554,249 | $30,944,000 | 16.13% |
| Lloyd Advisory Services, LLC. | 614,688 | $34,318,000 | 15.82% |