SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $21,138,536 | +4.3% | 330,290 | -0.2% | 6.02% | +1.8% |
Q1 2024 | $20,272,408 | +4.6% | 330,870 | -0.8% | 5.91% | +1.7% |
Q4 2023 | $19,385,325 | +23.7% | 333,425 | +7.0% | 5.81% | +13.5% |
Q3 2023 | $15,667,569 | -5.2% | 311,730 | -1.7% | 5.12% | +0.6% |
Q2 2023 | $16,519,551 | +8.0% | 317,013 | -0.2% | 5.09% | +10.1% |
Q1 2023 | $15,298,010 | -3.6% | 317,716 | -8.7% | 4.62% | +17.5% |
Q4 2022 | $15,869,701 | +2.0% | 348,020 | -4.6% | 3.94% | -6.3% |
Q3 2022 | $15,557,000 | -7.8% | 364,664 | -4.2% | 4.20% | -4.4% |
Q2 2022 | $16,879,000 | -9.8% | 380,670 | -3.9% | 4.40% | -9.8% |
Q1 2022 | $18,713,000 | -15.8% | 396,293 | -0.5% | 4.87% | -5.4% |
Q4 2021 | $22,233,000 | +8.9% | 398,234 | -1.5% | 5.15% | +16.5% |
Q3 2021 | $20,408,000 | -2.6% | 404,448 | +1.2% | 4.42% | +5.1% |
Q2 2021 | $20,962,000 | +7.9% | 399,742 | +0.7% | 4.21% | +9.4% |
Q1 2021 | $19,436,000 | +15.9% | 396,898 | +4.1% | 3.84% | +7.3% |
Q4 2020 | $16,763,000 | +9.8% | 381,315 | +5.2% | 3.58% | +5.8% |
Q3 2020 | $15,262,000 | +5.7% | 362,609 | -0.4% | 3.39% | +12.8% |
Q2 2020 | $14,433,000 | +53.9% | 364,182 | +17.5% | 3.00% | +42.0% |
Q1 2020 | $9,377,000 | -28.3% | 309,987 | -10.3% | 2.12% | -33.1% |
Q4 2019 | $13,077,000 | +10.4% | 345,766 | +1.7% | 3.16% | +12.7% |
Q3 2019 | $11,847,000 | +21.6% | 339,956 | +20.6% | 2.81% | +10.3% |
Q2 2019 | $9,739,000 | +61.5% | 281,976 | +55.4% | 2.54% | +51.8% |
Q1 2019 | $6,029,000 | +89.0% | 181,419 | +66.1% | 1.68% | +21.9% |
Q4 2018 | $3,190,000 | -56.6% | 109,198 | -49.3% | 1.38% | -29.3% |
Q3 2018 | $7,344,000 | +166.4% | 215,544 | +149.3% | 1.95% | -14.0% |
Q2 2018 | $2,757,000 | +18.5% | 86,473 | +15.0% | 2.26% | +30.3% |
Q1 2018 | $2,326,000 | +42.7% | 75,188 | +44.4% | 1.74% | +27.0% |
Q4 2017 | $1,630,000 | – | 52,072 | – | 1.37% | – |
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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% |