SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 687 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,402,983 | +2.7% | 52,153 | -3.1% | 1.69% | -4.1% |
Q1 2024 | $3,312,037 | +8.8% | 53,828 | -1.2% | 1.76% | +3.0% |
Q4 2023 | $3,044,929 | +9.1% | 54,471 | -1.9% | 1.71% | +1.1% |
Q3 2023 | $2,791,842 | -2.7% | 55,548 | +0.9% | 1.70% | -3.3% |
Q2 2023 | $2,869,281 | +106051.7% | 55,062 | -1.9% | 1.75% | +3.4% |
Q1 2023 | $2,703 | +4.0% | 56,138 | -2.9% | 1.70% | 0.0% |
Q4 2022 | $2,599 | -99.9% | 57,787 | +13.1% | 1.70% | +4.8% |
Q3 2022 | $2,415,000 | +5.6% | 51,081 | -0.9% | 1.62% | +11.0% |
Q2 2022 | $2,286,000 | -16.6% | 51,560 | -0.1% | 1.46% | -11.4% |
Q1 2022 | $2,742,000 | -5.6% | 51,604 | -0.8% | 1.64% | +13.6% |
Q4 2021 | $2,905,000 | +9.3% | 52,037 | -1.2% | 1.45% | -0.7% |
Q3 2021 | $2,657,000 | -0.4% | 52,663 | -0.6% | 1.46% | +6.1% |
Q2 2021 | $2,668,000 | +7.0% | 53,002 | -0.9% | 1.37% | -2.8% |
Q1 2021 | $2,494,000 | +5.8% | 53,510 | -0.2% | 1.41% | -0.5% |
Q4 2020 | $2,357,000 | +11.2% | 53,620 | -0.4% | 1.42% | -7.7% |
Q3 2020 | $2,119,000 | +2.2% | 53,856 | -5.8% | 1.54% | -11.3% |
Q2 2020 | $2,073,000 | +19.8% | 57,175 | -0.1% | 1.74% | -16.4% |
Q1 2020 | $1,730,000 | -19.7% | 57,206 | +0.4% | 2.08% | +6.8% |
Q4 2019 | $2,154,000 | +8.1% | 56,950 | -0.4% | 1.94% | +2.9% |
Q3 2019 | $1,993,000 | +5.4% | 57,202 | +4.5% | 1.89% | +4.6% |
Q2 2019 | $1,891,000 | +3.8% | 54,759 | -0.1% | 1.81% | +0.3% |
Q1 2019 | $1,821,000 | +15.7% | 54,808 | +1.7% | 1.80% | -0.8% |
Q4 2018 | $1,574,000 | -36.9% | 53,901 | -26.4% | 1.82% | -33.4% |
Q3 2018 | $2,496,000 | +7.5% | 73,273 | +0.6% | 2.73% | +1.8% |
Q2 2018 | $2,321,000 | +13.6% | 72,819 | +10.2% | 2.68% | +10.3% |
Q1 2018 | $2,044,000 | +8.7% | 66,061 | +9.9% | 2.43% | +26.9% |
Q4 2017 | $1,881,000 | – | 60,094 | – | 1.91% | – |
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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% |