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 | $402,080 | -3.6% | 8,000 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $416,880 | +8.2% | 8,000 | 0.0% | 0.05% | -5.5% |
| Q1 2023 | $385,200 | +7.0% | 8,000 | 0.0% | 0.06% | +129.2% |
| Q4 2022 | $359,840 | +7.1% | 8,000 | 0.0% | 0.02% | +50.0% |
| Q3 2022 | $336,000 | -5.4% | 8,000 | 0.0% | 0.02% | -38.5% |
| Q2 2022 | $355,000 | -16.5% | 8,000 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $425,000 | -4.9% | 8,000 | 0.0% | 0.03% | -62.0% |
| Q4 2021 | $447,000 | +10.6% | 8,000 | 0.0% | 0.07% | +4.4% |
| Q3 2021 | $404,000 | +0.2% | 8,000 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $403,000 | +8.0% | 8,000 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $373,000 | +6.0% | 8,000 | 0.0% | 0.07% | -13.9% |
| Q4 2020 | $352,000 | +11.7% | 8,000 | 0.0% | 0.08% | -1.2% |
| Q3 2020 | $315,000 | +8.6% | 8,000 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $290,000 | +19.8% | 8,000 | 0.0% | 0.08% | -10.0% |
| Q1 2020 | $242,000 | -20.1% | 8,000 | 0.0% | 0.09% | -17.4% |
| Q4 2019 | $303,000 | – | 8,000 | – | 0.11% | – |
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% |