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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $375,713 | -90.0% | 7,210 | -91.3% | 0.13% | -91.5% |
| Q4 2022 | $3,745,192 | +6.7% | 83,263 | -0.4% | 1.50% | -13.3% |
| Q3 2022 | $3,509,000 | -25.0% | 83,578 | -20.8% | 1.73% | -20.6% |
| Q2 2022 | $4,681,000 | +0.5% | 105,571 | +20.4% | 2.18% | +18.5% |
| Q1 2022 | $4,660,000 | -3.5% | 87,704 | +1.4% | 1.84% | +32.4% |
| Q4 2021 | $4,829,000 | +103.4% | 86,492 | +83.9% | 1.39% | +98.4% |
| Q3 2021 | $2,374,000 | +260.2% | 47,042 | +259.1% | 0.70% | +118.4% |
| Q2 2021 | $659,000 | +9314.3% | 13,100 | +8575.5% | 0.32% | +15900.0% |
| Q1 2021 | $7,000 | -99.8% | 151 | -99.8% | 0.00% | -99.9% |
| Q4 2020 | $2,803,000 | +110.1% | 63,770 | +88.1% | 1.85% | +173.0% |
| Q3 2020 | $1,334,000 | – | 33,900 | – | 0.68% | – |
Download | ||||||
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% |