SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 752 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,042,653 | +6.8% | 156,916 | +2.6% | 0.62% | +14.3% |
| Q1 2024 | $9,405,990 | -30.7% | 152,869 | -26.5% | 0.54% | -38.6% |
| Q4 2023 | $13,573,195 | +73.0% | 207,887 | +32.8% | 0.89% | +57.0% |
| Q3 2023 | $7,845,968 | -5.8% | 156,587 | -2.0% | 0.56% | -4.9% |
| Q2 2023 | $8,324,981 | +6.0% | 159,758 | -2.1% | 0.59% | +5.1% |
| Q1 2023 | $7,856,961 | +8.9% | 163,177 | +1.8% | 0.56% | +5.0% |
| Q4 2022 | $7,212,306 | +13.4% | 160,345 | +6.9% | 0.54% | +2.5% |
| Q3 2022 | $6,358,000 | -31.9% | 149,938 | -28.8% | 0.52% | -30.7% |
| Q2 2022 | $9,334,000 | -15.4% | 210,501 | +1.3% | 0.76% | +4.3% |
| Q1 2022 | $11,038,000 | -6.0% | 207,754 | -1.2% | 0.73% | -1.8% |
| Q4 2021 | $11,742,000 | +16.9% | 210,324 | +5.7% | 0.74% | +9.1% |
| Q3 2021 | $10,045,000 | -62.9% | 199,060 | -63.0% | 0.68% | -62.5% |
| Q2 2021 | $27,044,000 | -1.5% | 537,328 | -8.7% | 1.81% | -7.1% |
| Q1 2021 | $27,445,000 | -12.0% | 588,819 | -17.0% | 1.95% | -8.7% |
| Q4 2020 | $31,173,000 | +15.0% | 709,121 | +3.0% | 2.13% | -7.9% |
| Q3 2020 | $27,098,000 | +1682.8% | 688,641 | +1542.2% | 2.31% | +1506.2% |
| Q2 2020 | $1,520,000 | – | 41,933 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |