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 | $15,189,576 | +15.5% | 302,220 | +21.8% | 4.21% | +21.8% |
| Q2 2023 | $13,154,022 | +62.5% | 248,095 | +47.6% | 3.46% | +45.8% |
| Q1 2023 | $8,095,388 | +78.2% | 168,129 | +66.5% | 2.37% | +62.4% |
| Q4 2022 | $4,543,252 | +66.6% | 101,006 | +58.0% | 1.46% | +57.5% |
| Q3 2022 | $2,727,000 | +1117.4% | 63,931 | +1165.5% | 0.93% | +1205.6% |
| Q2 2022 | $224,000 | -25.8% | 5,052 | -11.0% | 0.07% | -13.4% |
| Q1 2022 | $302,000 | -5.3% | 5,679 | -0.5% | 0.08% | -5.7% |
| Q4 2021 | $319,000 | +23.2% | 5,709 | +11.3% | 0.09% | +11.5% |
| Q3 2021 | $259,000 | +3.6% | 5,129 | +3.3% | 0.08% | +14.7% |
| Q2 2021 | $250,000 | +7.8% | 4,964 | -0.3% | 0.07% | +38.8% |
| Q1 2021 | $232,000 | – | 4,978 | – | 0.05% | – |
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% |