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 | $4,254,099 | -2.8% | 84,642 | +0.8% | 0.77% | -0.9% |
| Q2 2023 | $4,376,933 | +12.5% | 83,994 | +3.9% | 0.77% | +6.8% |
| Q1 2023 | $3,891,204 | +17.8% | 80,814 | +10.1% | 0.72% | -0.5% |
| Q4 2022 | $3,302,183 | +25.7% | 73,414 | +17.3% | 0.73% | +14.6% |
| Q3 2022 | $2,628,000 | +2.5% | 62,582 | +8.3% | 0.64% | +6.0% |
| Q2 2022 | $2,563,000 | -1.4% | 57,807 | +18.2% | 0.60% | +19.0% |
| Q1 2022 | $2,599,000 | +39.0% | 48,912 | +46.0% | 0.50% | +58.5% |
| Q4 2021 | $1,870,000 | +27.6% | 33,503 | +15.4% | 0.32% | +19.5% |
| Q3 2021 | $1,465,000 | -4.1% | 29,039 | -4.3% | 0.27% | -4.3% |
| Q2 2021 | $1,527,000 | +18.2% | 30,342 | +9.5% | 0.28% | +9.4% |
| Q1 2021 | $1,292,000 | +27.7% | 27,711 | +20.4% | 0.25% | +13.4% |
| Q4 2020 | $1,012,000 | +31.3% | 23,013 | +17.4% | 0.22% | +10.3% |
| Q3 2020 | $771,000 | +68.3% | 19,604 | +55.1% | 0.20% | +52.6% |
| Q2 2020 | $458,000 | +42.2% | 12,642 | +18.8% | 0.13% | +15.7% |
| Q1 2020 | $322,000 | -9.6% | 10,639 | +13.1% | 0.12% | +4.5% |
| Q4 2019 | $356,000 | +14.1% | 9,409 | +5.1% | 0.11% | +5.8% |
| Q3 2019 | $312,000 | +24.8% | 8,951 | +23.8% | 0.10% | +25.3% |
| Q2 2019 | $250,000 | -80.5% | 7,231 | -80.8% | 0.08% | -81.3% |
| Q3 2018 | $1,283,000 | +16.2% | 37,665 | +8.7% | 0.44% | +6.2% |
| Q2 2018 | $1,104,000 | +15.5% | 34,636 | +12.1% | 0.42% | +8.3% |
| Q1 2018 | $956,000 | – | 30,890 | – | 0.39% | – |
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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% |