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 | $280,200 | -3.5% | 5,575 | 0.0% | 0.14% | -4.6% |
| Q2 2023 | $290,513 | +8.2% | 5,575 | 0.0% | 0.15% | +3.4% |
| Q1 2023 | $268,436 | +7.0% | 5,575 | 0.0% | 0.15% | -3.3% |
| Q4 2022 | $250,764 | +7.2% | 5,575 | 0.0% | 0.15% | +5.6% |
| Q3 2022 | $234,000 | -5.3% | 5,575 | 0.0% | 0.14% | -12.7% |
| Q2 2022 | $247,000 | -16.6% | 5,575 | 0.0% | 0.16% | -7.8% |
| Q1 2022 | $296,000 | -4.8% | 5,575 | 0.0% | 0.18% | -5.8% |
| Q4 2021 | $311,000 | +10.7% | 5,575 | 0.0% | 0.19% | +2.7% |
| Q3 2021 | $281,000 | 0.0% | 5,575 | 0.0% | 0.18% | -6.1% |
| Q2 2021 | $281,000 | -0.4% | 5,575 | -7.9% | 0.20% | 0.0% |
| Q1 2021 | $282,000 | – | 6,055 | – | 0.20% | – |
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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% |