SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,772,928 | +1.9% | 27,702 | -2.0% | 0.72% | +1.4% |
Q1 2024 | $1,739,699 | +9.5% | 28,274 | -0.5% | 0.71% | -4.1% |
Q4 2023 | $1,588,622 | +11.2% | 28,419 | -0.0% | 0.74% | -1.6% |
Q3 2023 | $1,429,043 | -4.5% | 28,433 | -1.0% | 0.75% | -0.9% |
Q2 2023 | $1,495,922 | +6.2% | 28,707 | -1.8% | 0.76% | +1.7% |
Q1 2023 | $1,407,954 | +6.8% | 29,241 | -0.2% | 0.74% | -1.2% |
Q4 2022 | $1,317,741 | +7.1% | 29,296 | +0.0% | 0.75% | -0.7% |
Q3 2022 | $1,230,000 | -3.8% | 29,286 | +1.5% | 0.76% | -1.9% |
Q2 2022 | $1,279,000 | -5.5% | 28,841 | +13.2% | 0.77% | +4.3% |
Q1 2022 | $1,353,000 | -8.0% | 25,471 | -3.3% | 0.74% | -7.1% |
Q4 2021 | $1,470,000 | +7.0% | 26,329 | -3.3% | 0.80% | -1.0% |
Q3 2021 | $1,374,000 | -1.9% | 27,222 | -2.2% | 0.81% | -2.4% |
Q2 2021 | $1,401,000 | +6.4% | 27,843 | -1.4% | 0.83% | +0.7% |
Q1 2021 | $1,317,000 | +5.8% | 28,245 | -0.3% | 0.82% | -1.7% |
Q4 2020 | $1,245,000 | -2.6% | 28,317 | -12.8% | 0.83% | -14.5% |
Q3 2020 | $1,278,000 | -10.1% | 32,485 | -17.2% | 0.98% | -20.1% |
Q2 2020 | $1,422,000 | -9.6% | 39,216 | -24.6% | 1.22% | -24.0% |
Q1 2020 | $1,573,000 | -23.5% | 52,015 | -4.3% | 1.61% | +4.1% |
Q4 2019 | $2,055,000 | -3.2% | 54,342 | -10.8% | 1.54% | -11.9% |
Q3 2019 | $2,122,000 | -32.8% | 60,890 | -33.4% | 1.75% | -34.5% |
Q2 2019 | $3,159,000 | +1.7% | 91,470 | -2.2% | 2.67% | -1.9% |
Q1 2019 | $3,106,000 | +9.9% | 93,482 | -3.3% | 2.72% | -6.4% |
Q4 2018 | $2,825,000 | +87.2% | 96,697 | +118.3% | 2.91% | +118.2% |
Q3 2018 | $1,509,000 | +79.6% | 44,298 | +68.1% | 1.33% | +62.4% |
Q2 2018 | $840,000 | +8.8% | 26,348 | +5.6% | 0.82% | +1.6% |
Q1 2018 | $772,000 | +0.5% | 24,950 | +1.7% | 0.81% | +0.6% |
Q4 2017 | $768,000 | – | 24,535 | – | 0.80% | – |
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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% |