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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $53,413 | +8.2% | 1,025 | 0.0% | 0.12% | +16.2% |
| Q1 2023 | $49,354 | +7.0% | 1,025 | 0.0% | 0.10% | -4.8% |
| Q4 2022 | $46,105 | -95.4% | 1,025 | -94.4% | 0.10% | -61.8% |
| Q4 2021 | $1,005,000 | +4.9% | 18,273 | +5.0% | 0.27% | +0.4% |
| Q3 2021 | $958,000 | +3.0% | 17,403 | -2.8% | 0.27% | -28.1% |
| Q2 2021 | $930,000 | +40.3% | 17,901 | +31.5% | 0.38% | +83.0% |
| Q1 2021 | $663,000 | -28.8% | 13,609 | -35.0% | 0.21% | -48.2% |
| Q4 2020 | $931,000 | +46.6% | 20,948 | +38.0% | 0.40% | +40.6% |
| Q3 2020 | $635,000 | +4.8% | 15,185 | -0.9% | 0.28% | +11.0% |
| Q2 2020 | $606,000 | +12.4% | 15,317 | -2.5% | 0.26% | +6.2% |
| Q1 2020 | $539,000 | -21.3% | 15,705 | -9.1% | 0.24% | -4.0% |
| Q4 2019 | $685,000 | -10.0% | 17,279 | -17.7% | 0.25% | -17.5% |
| Q3 2019 | $761,000 | – | 20,992 | – | 0.30% | – |
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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% |