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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $303,634 | -21.8% | 6,306 | -26.9% | 0.05% | -34.7% |
| Q4 2022 | $388,267 | -77.4% | 8,632 | -78.9% | 0.07% | -80.2% |
| Q3 2022 | $1,718,021 | -24.4% | 40,915 | -20.2% | 0.36% | -25.9% |
| Q2 2022 | $2,274,000 | -26.6% | 51,281 | -12.1% | 0.49% | -18.8% |
| Q1 2022 | $3,100,000 | -12.1% | 58,353 | -7.6% | 0.60% | -9.4% |
| Q4 2021 | $3,526,000 | +42.4% | 63,157 | +28.7% | 0.67% | -8.1% |
| Q3 2021 | $2,476,000 | -12.1% | 49,069 | -12.3% | 0.73% | -20.9% |
| Q2 2021 | $2,816,000 | +8.9% | 55,959 | +0.8% | 0.92% | -10.9% |
| Q1 2021 | $2,587,000 | +7.9% | 55,494 | +1.8% | 1.03% | +2.6% |
| Q4 2020 | $2,397,000 | +15.7% | 54,537 | +3.6% | 1.01% | -3.9% |
| Q3 2020 | $2,072,000 | -26.0% | 52,652 | -31.8% | 1.05% | -27.6% |
| Q2 2020 | $2,800,000 | -66.2% | 77,247 | -64.7% | 1.45% | -66.5% |
| Q1 2020 | $8,286,000 | 0.0% | 219,099 | 0.0% | 4.32% | +0.1% |
| Q4 2019 | $8,286,000 | +19.1% | 219,099 | +8.4% | 4.31% | +11875.0% |
| Q3 2019 | $6,955,000 | +15.0% | 202,205 | +15.5% | 0.04% | -98.8% |
| Q2 2019 | $6,046,000 | -2.1% | 175,058 | -4.7% | 2.92% | +3.0% |
| Q1 2019 | $6,173,000 | +44.1% | 183,609 | +41.0% | 2.83% | +31.1% |
| Q4 2018 | $4,284,000 | +27.7% | 130,187 | +32.3% | 2.16% | +20.9% |
| Q3 2018 | $3,354,000 | +21.7% | 98,432 | +13.9% | 1.79% | +12.0% |
| Q2 2018 | $2,756,000 | +23.8% | 86,445 | +20.1% | 1.60% | +38.9% |
| Q1 2018 | $2,227,000 | +6648.5% | 71,965 | +6644.6% | 1.15% | +6283.3% |
| Q4 2017 | $33,000 | – | 1,067 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |