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 | $568,743 | -21.3% | 11,316 | -18.4% | 0.04% | -33.3% |
| Q2 2023 | $722,711 | -92.9% | 13,869 | -93.4% | 0.07% | -89.7% |
| Q1 2023 | $10,123,205 | +1549.4% | 210,243 | +1440.8% | 0.64% | +954.1% |
| Q4 2022 | $613,733 | +7.3% | 13,645 | +0.1% | 0.06% | +177.3% |
| Q3 2022 | $572,000 | -5.3% | 13,630 | +0.1% | 0.02% | -73.5% |
| Q2 2022 | $604,000 | -16.5% | 13,616 | +0.1% | 0.08% | +6.4% |
| Q1 2022 | $723,000 | -4.7% | 13,603 | +0.1% | 0.08% | -1.3% |
| Q4 2021 | $759,000 | – | 13,594 | – | 0.08% | – |
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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% |