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 | $222,315 | -3.6% | 4,423 | 0.0% | 0.12% | -10.8% |
| Q2 2023 | $230,499 | +8.2% | 4,423 | 0.0% | 0.14% | -63.3% |
| Q1 2023 | $212,982 | -57.0% | 4,423 | -59.8% | 0.38% | -91.7% |
| Q4 2022 | $495,289 | -4.6% | 11,011 | -11.0% | 4.55% | +151.6% |
| Q3 2022 | $519,000 | -74.1% | 12,366 | -72.6% | 1.81% | +10.2% |
| Q2 2022 | $2,002,000 | -93.9% | 45,173 | -92.7% | 1.64% | -89.1% |
| Q1 2022 | $33,069,000 | +2.8% | 622,418 | +0.6% | 15.05% | +1.3% |
| Q4 2021 | $32,164,000 | +1.8% | 618,773 | -1.2% | 14.86% | -2.2% |
| Q3 2021 | $31,609,000 | – | 626,413 | – | 15.19% | – |
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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% |