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 | $58,235,875 | +12.2% | 1,158,692 | +16.3% | 12.94% | +18.3% |
| Q2 2023 | $51,919,397 | +14.2% | 996,342 | +5.6% | 10.94% | +4.2% |
| Q1 2023 | $45,446,151 | +6.9% | 943,845 | -0.2% | 10.50% | +8.1% |
| Q4 2022 | $42,531,212 | +14.9% | 945,558 | +7.3% | 9.71% | -19.8% |
| Q3 2022 | $37,006,000 | +7.8% | 881,307 | +13.8% | 12.11% | +31.7% |
| Q2 2022 | $34,341,000 | -2.7% | 774,483 | +16.6% | 9.20% | +6.4% |
| Q1 2022 | $35,303,000 | +46.4% | 664,463 | +53.8% | 8.64% | +41.3% |
| Q4 2021 | $24,113,000 | +47.9% | 431,907 | +33.7% | 6.12% | +28.0% |
| Q3 2021 | $16,301,000 | +35.5% | 323,043 | +35.2% | 4.78% | +25.5% |
| Q2 2021 | $12,026,000 | +62.0% | 238,950 | +50.0% | 3.81% | +33.8% |
| Q1 2021 | $7,423,000 | +304.3% | 159,248 | +281.2% | 2.85% | +185.5% |
| Q4 2020 | $1,836,000 | – | 41,774 | – | 1.00% | – |
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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% |