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 | $325,434 | -31.0% | 6,475 | -28.4% | 0.02% | -25.0% |
| Q2 2023 | $471,386 | -54.4% | 9,046 | -57.8% | 0.02% | -56.4% |
| Q1 2023 | $1,033,335 | -71.0% | 21,452 | -72.9% | 0.06% | -74.5% |
| Q4 2022 | $3,560,162 | -57.2% | 79,150 | -60.1% | 0.22% | -62.6% |
| Q3 2022 | $8,319,000 | -51.4% | 198,124 | -48.7% | 0.58% | -55.4% |
| Q2 2022 | $17,127,000 | +180.4% | 386,260 | +236.0% | 1.29% | +164.4% |
| Q1 2022 | $6,107,000 | -1.4% | 114,947 | +3.7% | 0.49% | -0.6% |
| Q4 2021 | $6,191,000 | -43.6% | 110,888 | -49.0% | 0.49% | -45.2% |
| Q3 2021 | $10,976,000 | +2.2% | 217,518 | +1.9% | 0.90% | +1.7% |
| Q2 2021 | $10,741,000 | -6.0% | 213,410 | -12.9% | 0.88% | -13.6% |
| Q1 2021 | $11,423,000 | +121.2% | 245,066 | +108.6% | 1.02% | +105.4% |
| Q4 2020 | $5,164,000 | -39.2% | 117,472 | -45.6% | 0.50% | -45.8% |
| Q3 2020 | $8,498,000 | -73.8% | 215,955 | -75.9% | 0.92% | -78.5% |
| Q2 2020 | $32,462,000 | -18.0% | 895,320 | -31.6% | 4.26% | -33.9% |
| Q1 2020 | $39,581,000 | +33443.2% | 1,308,451 | +42013.0% | 6.46% | +30647.6% |
| Q4 2019 | $118,000 | -98.2% | 3,107 | -98.4% | 0.02% | -98.1% |
| Q3 2019 | $6,665,000 | +254.1% | 191,251 | +251.0% | 1.08% | +260.2% |
| Q2 2019 | $1,882,000 | +1358.9% | 54,487 | +1338.4% | 0.30% | +595.3% |
| Q3 2018 | $129,000 | – | 3,788 | – | 0.04% | – |
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% |