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 | $3,695,074 | -3.5% | 73,519 | +0.1% | 1.78% | +0.2% |
| Q2 2023 | $3,827,848 | +8.4% | 73,457 | +0.1% | 1.78% | +7.1% |
| Q1 2023 | $3,531,884 | -9.0% | 73,352 | -15.0% | 1.66% | -11.6% |
| Q4 2022 | $3,882,610 | +8528.0% | 86,319 | +7967.2% | 1.88% | +7716.7% |
| Q3 2022 | $45,000 | -4.3% | 1,070 | 0.0% | 0.02% | +4.3% |
| Q2 2022 | $47,000 | -13.0% | 1,070 | +4.9% | 0.02% | 0.0% |
| Q1 2022 | $54,000 | 0.0% | 1,020 | +5.2% | 0.02% | -17.9% |
| Q4 2021 | $54,000 | – | 970 | – | 0.03% | – |
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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% |