SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,655,123 | +0.9% | 52,827 | +4.6% | 0.18% | -6.4% |
| Q2 2023 | $2,631,617 | +13.9% | 50,501 | +5.2% | 0.19% | +5.1% |
| Q1 2023 | $2,310,580 | -23.4% | 47,987 | -28.5% | 0.18% | -29.4% |
| Q4 2022 | $3,017,572 | -24.4% | 67,086 | -29.4% | 0.25% | -40.0% |
| Q3 2022 | $3,991,000 | -37.1% | 95,037 | -33.6% | 0.42% | -27.0% |
| Q2 2022 | $6,344,000 | -46.8% | 143,079 | -36.3% | 0.58% | -40.7% |
| Q1 2022 | $11,934,000 | +19.2% | 224,622 | +25.3% | 0.97% | +34.4% |
| Q4 2021 | $10,012,000 | +20.0% | 179,337 | +8.5% | 0.72% | +1.1% |
| Q3 2021 | $8,340,000 | +1.4% | 165,278 | +1.1% | 0.71% | -2.1% |
| Q2 2021 | $8,226,000 | +15.1% | 163,442 | +6.6% | 0.73% | -4.0% |
| Q1 2021 | $7,144,000 | +17.1% | 153,276 | +10.4% | 0.76% | -9.9% |
| Q4 2020 | $6,102,000 | +51.4% | 138,804 | +35.5% | 0.84% | -14.4% |
| Q3 2020 | $4,030,000 | +18.6% | 102,419 | +9.3% | 0.98% | -5.7% |
| Q2 2020 | $3,397,000 | +18772.2% | 93,699 | +15387.4% | 1.04% | +7907.7% |
| Q1 2020 | $18,000 | – | 605 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |