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 | $20,448,330 | -35.4% | 406,718 | -45.8% | 0.92% | +32.2% |
| Q2 2023 | $31,629,714 | +163.4% | 750,160 | +101.2% | 0.70% | +32.9% |
| Q1 2023 | $12,008,972 | +66167.4% | 372,907 | -33.3% | 0.52% | +8.1% |
| Q4 2022 | $18,122 | -99.9% | 559,124 | -13.1% | 0.48% | -11.4% |
| Q3 2022 | $20,947,000 | +5.8% | 643,309 | +5.2% | 0.55% | -12.4% |
| Q2 2022 | $19,790,000 | -38.2% | 611,319 | -38.2% | 0.62% | +56.1% |
| Q1 2022 | $32,028,000 | +49.4% | 989,491 | +158.1% | 0.40% | -4.8% |
| Q4 2021 | $21,441,000 | +23.0% | 383,349 | +11.2% | 0.42% | +20.1% |
| Q3 2021 | $17,428,000 | +15.6% | 344,696 | +15.0% | 0.35% | +11.9% |
| Q2 2021 | $15,082,000 | +37.3% | 299,732 | +27.3% | 0.31% | +45.8% |
| Q1 2021 | $10,982,000 | +45.3% | 235,455 | +37.0% | 0.21% | -30.1% |
| Q4 2020 | $7,559,000 | +4.6% | 171,826 | -6.5% | 0.31% | -29.0% |
| Q3 2020 | $7,224,000 | +60.7% | 183,748 | +46.4% | 0.43% | +21.1% |
| Q2 2020 | $4,495,000 | +42.8% | 125,471 | +22.3% | 0.36% | +11.9% |
| Q1 2020 | $3,147,000 | -45.0% | 102,593 | -32.0% | 0.32% | -26.0% |
| Q4 2019 | $5,721,000 | -16.9% | 150,909 | -24.0% | 0.43% | -6.7% |
| Q3 2019 | $6,882,000 | +444.0% | 198,557 | +420.9% | 0.46% | +166.5% |
| Q1 2019 | $1,265,000 | +2.7% | 38,116 | -10.5% | 0.17% | +130.7% |
| Q4 2018 | $1,232,000 | +114.3% | 42,602 | +152.6% | 0.08% | +226.1% |
| Q3 2018 | $575,000 | +61.5% | 16,867 | +51.2% | 0.02% | +53.3% |
| Q2 2018 | $356,000 | +3136.4% | 11,157 | +3210.7% | 0.02% | – |
| Q1 2018 | $11,000 | 0.0% | 337 | 0.0% | 0.00% | – |
| Q4 2017 | $11,000 | -99.1% | 337 | -99.1% | 0.00% | -100.0% |
| Q1 2016 | $1,265,000 | – | 38,116 | – | 0.17% | – |
Download | ||||||
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% |