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 | $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% | – |
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% |