SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 752 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $889,856 | +0.6% | 13,904 | -3.3% | 0.46% | +1.8% |
Q1 2024 | $884,678 | +20.7% | 14,378 | +9.7% | 0.45% | +12.2% |
Q4 2023 | $732,737 | +0.5% | 13,108 | -9.7% | 0.40% | -1.7% |
Q3 2023 | $729,423 | +17.1% | 14,513 | +21.4% | 0.41% | +19.4% |
Q2 2023 | $622,767 | +7.8% | 11,951 | -0.4% | 0.34% | +6.9% |
Q1 2023 | $577,944 | +32.3% | 12,003 | +23.6% | 0.32% | +30.7% |
Q4 2022 | $436,981 | +3.6% | 9,715 | -3.3% | 0.24% | -5.8% |
Q3 2022 | $422,000 | -24.9% | 10,051 | -19.9% | 0.26% | -25.8% |
Q2 2022 | $562,000 | -33.3% | 12,542 | -20.7% | 0.35% | -25.1% |
Q1 2022 | $843,000 | -6.0% | 15,817 | -1.6% | 0.47% | -1.5% |
Q4 2021 | $897,000 | +7.4% | 16,072 | -2.8% | 0.47% | +1.3% |
Q3 2021 | $835,000 | -14.2% | 16,540 | -14.5% | 0.47% | -12.7% |
Q2 2021 | $973,000 | -16.3% | 19,339 | -21.7% | 0.54% | -14.5% |
Q1 2021 | $1,162,000 | -50.8% | 24,683 | -54.1% | 0.63% | -13.1% |
Q4 2020 | $2,364,000 | +12.0% | 53,792 | +0.3% | 0.72% | +0.6% |
Q3 2020 | $2,110,000 | -10.6% | 53,608 | -17.7% | 0.72% | -16.8% |
Q2 2020 | $2,360,000 | +19.1% | 65,114 | -0.6% | 0.86% | +17.3% |
Q1 2020 | $1,982,000 | -32.6% | 65,528 | -15.7% | 0.73% | -27.0% |
Q4 2019 | $2,940,000 | +7.0% | 77,730 | -1.5% | 1.01% | +2.7% |
Q3 2019 | $2,748,000 | +3.6% | 78,878 | +2.8% | 0.98% | -13.4% |
Q2 2019 | $2,652,000 | +0.1% | 76,758 | -3.7% | 1.13% | -2.1% |
Q1 2019 | $2,650,000 | – | 79,732 | – | 1.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |