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 | $1,675,371 | -3.5% | 33,334 | +0.1% | 0.39% | -2.3% |
| Q2 2023 | $1,736,045 | +7.7% | 33,315 | -0.5% | 0.40% | +19.9% |
| Q1 2023 | $1,611,388 | +3.2% | 33,466 | -3.6% | 0.33% | -3.2% |
| Q4 2022 | $1,561,211 | +7.2% | 34,709 | 0.0% | 0.34% | -19.9% |
| Q3 2022 | $1,457,000 | -5.3% | 34,709 | 0.0% | 0.43% | -0.7% |
| Q2 2022 | $1,539,000 | -16.6% | 34,709 | -0.1% | 0.43% | -8.5% |
| Q1 2022 | $1,845,000 | -3.2% | 34,727 | +1.7% | 0.47% | +3.3% |
| Q4 2021 | $1,906,000 | +19.7% | 34,142 | +8.2% | 0.46% | +10.7% |
| Q3 2021 | $1,592,000 | +0.3% | 31,554 | 0.0% | 0.41% | 0.0% |
| Q2 2021 | $1,588,000 | +8.0% | 31,554 | 0.0% | 0.41% | +14.2% |
| Q1 2021 | $1,471,000 | +6.1% | 31,554 | 0.0% | 0.36% | -6.7% |
| Q4 2020 | $1,387,000 | +21.8% | 31,554 | +9.0% | 0.39% | +1.0% |
| Q3 2020 | $1,139,000 | +8.6% | 28,944 | 0.0% | 0.38% | +6.7% |
| Q2 2020 | $1,049,000 | +0.1% | 28,944 | -16.5% | 0.36% | -6.8% |
| Q1 2020 | $1,048,000 | – | 34,647 | – | 0.38% | – |
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% |