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 | $2,960,447 | -69.0% | 46,256 | -70.2% | 0.01% | -71.4% |
| Q1 2024 | $9,550,137 | +534.9% | 155,211 | +476.8% | 0.03% | +460.0% |
| Q4 2023 | $1,504,172 | +305.2% | 26,908 | +277.8% | 0.01% | +400.0% |
| Q2 2023 | $371,214 | +147794.0% | 7,123 | +36.6% | 0.00% | 0.0% |
| Q1 2023 | $251 | +44.3% | 5,213 | +34.3% | 0.00% | 0.0% |
| Q4 2022 | $174 | -99.9% | 3,882 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $154,000 | +42.6% | 3,674 | +49.6% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | -28.5% | 2,456 | -13.8% | 0.00% | 0.0% |
| Q1 2022 | $151,000 | +5.6% | 2,848 | +10.8% | 0.00% | 0.0% |
| Q4 2021 | $143,000 | +240.5% | 2,570 | +202.4% | 0.00% | – |
| Q3 2021 | $42,000 | 0.0% | 850 | 0.0% | 0.00% | – |
| Q2 2021 | $42,000 | +7.7% | 850 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | -2.5% | 850 | -7.3% | 0.00% | – |
| Q4 2020 | $40,000 | +11.1% | 917 | 0.0% | 0.00% | – |
| Q3 2020 | $36,000 | – | 917 | – | 0.00% | – |
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% |