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 | $5,519 | +4.2% | 86,239 | +0.2% | 0.37% | -5.6% |
| Q1 2024 | $5,295 | +30.9% | 86,060 | +19.0% | 0.39% | +48.7% |
| Q4 2023 | $4,044 | -73.0% | 72,341 | -75.7% | 0.26% | -73.4% |
| Q3 2023 | $14,963 | +71.2% | 297,719 | +77.5% | 1.00% | +72.0% |
| Q2 2023 | $8,740 | -48.8% | 167,713 | -52.7% | 0.58% | -56.2% |
| Q1 2023 | $17,074 | +61.7% | 354,600 | +51.0% | 1.32% | +48.3% |
| Q4 2022 | $10,561 | -99.8% | 234,786 | +87.0% | 0.89% | +83.0% |
| Q3 2022 | $5,271,000 | +118.2% | 125,528 | +130.3% | 0.49% | +128.6% |
| Q2 2022 | $2,416,000 | -78.8% | 54,498 | -74.5% | 0.21% | -74.6% |
| Q1 2022 | $11,375,000 | – | 214,089 | – | 0.84% | – |
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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% |