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 | $11,971,882 | -3.6% | 238,199 | 0.0% | 2.06% | -3.6% |
| Q2 2023 | $12,412,550 | +5.7% | 238,199 | -2.3% | 2.14% | -2.9% |
| Q1 2023 | $11,742,196 | +6.6% | 243,867 | -0.4% | 2.20% | +0.5% |
| Q4 2022 | $11,013,083 | +22.6% | 244,844 | +14.4% | 2.19% | +10.2% |
| Q3 2022 | $8,983,000 | -17.5% | 213,941 | -12.8% | 1.99% | -17.2% |
| Q2 2022 | $10,885,000 | -26.7% | 245,480 | -12.1% | 2.41% | -17.4% |
| Q1 2022 | $14,846,000 | +7.9% | 279,420 | +13.4% | 2.91% | +5.6% |
| Q4 2021 | $13,762,000 | +10.8% | 246,497 | +0.1% | 2.76% | +1.3% |
| Q3 2021 | $12,423,000 | +0.2% | 246,193 | -0.1% | 2.72% | -4.4% |
| Q2 2021 | $12,398,000 | +60.0% | 246,331 | +48.2% | 2.85% | +36.7% |
| Q1 2021 | $7,747,000 | +4.7% | 166,216 | -1.2% | 2.08% | -9.6% |
| Q4 2020 | $7,398,000 | +8.9% | 168,281 | -2.5% | 2.30% | -6.4% |
| Q3 2020 | $6,795,000 | +6.6% | 172,681 | -1.8% | 2.46% | +4.1% |
| Q2 2020 | $6,373,000 | +24.0% | 175,783 | +3.5% | 2.36% | +4.6% |
| Q1 2020 | $5,138,000 | +1665.6% | 169,837 | +2104.5% | 2.26% | +2012.1% |
| Q4 2019 | $291,000 | +8.6% | 7,704 | 0.0% | 0.11% | +1.9% |
| Q3 2019 | $268,000 | +2.7% | 7,704 | +1.8% | 0.10% | -3.7% |
| Q2 2019 | $261,000 | +20.8% | 7,568 | +16.4% | 0.11% | +6.9% |
| Q1 2019 | $216,000 | +20.0% | 6,499 | +5.2% | 0.10% | +4.1% |
| Q4 2018 | $180,000 | – | 6,178 | – | 0.10% | – |
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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% |