SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,678 | -9.6% | 1,068 | -6.3% | 0.00% | 0.0% |
| Q2 2023 | $59,405 | +4.6% | 1,140 | -3.4% | 0.00% | 0.0% |
| Q1 2023 | $56,817 | +155.7% | 1,180 | +138.9% | 0.00% | +100.0% |
| Q4 2022 | $22,220 | +146.9% | 494 | +125.6% | 0.00% | – |
| Q3 2022 | $9,000 | -65.4% | 219 | -62.4% | 0.00% | -100.0% |
| Q2 2022 | $26,000 | +52.9% | 582 | +82.4% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | -58.5% | 319 | -56.8% | 0.00% | -50.0% |
| Q4 2021 | $41,000 | +36.7% | 738 | +25.5% | 0.00% | +100.0% |
| Q3 2021 | $30,000 | +20.0% | 588 | +20.5% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +108.3% | 488 | +87.7% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 260 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 260 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 260 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +28.6% | 260 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -30.0% | 260 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 260 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 260 | +4.8% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -98.9% | 248 | -99.1% | 0.00% | -99.1% |
| Q4 2018 | $838,000 | -36.0% | 28,709 | -25.3% | 0.12% | -28.2% |
| Q3 2018 | $1,310,000 | +25.0% | 38,451 | +17.0% | 0.16% | +8.7% |
| Q2 2018 | $1,048,000 | +6.9% | 32,878 | +3.8% | 0.15% | -2.0% |
| Q1 2018 | $980,000 | – | 31,666 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |