SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,547,579 | -6.1% | 50,688 | -2.6% | 1.10% | -5.5% |
Q2 2023 | $2,712,899 | +11.2% | 52,061 | +2.7% | 1.17% | +5.9% |
Q1 2023 | $2,440,071 | +15.3% | 50,676 | +7.7% | 1.10% | +9.1% |
Q4 2022 | $2,117,164 | +15.6% | 47,069 | +8.0% | 1.01% | +4.0% |
Q3 2022 | $1,831,000 | +1.7% | 43,600 | +7.4% | 0.97% | +5.4% |
Q2 2022 | $1,801,000 | -0.7% | 40,614 | +19.0% | 0.92% | +11.8% |
Q1 2022 | $1,813,000 | -3.6% | 34,126 | +1.4% | 0.82% | -0.7% |
Q4 2021 | $1,880,000 | +3.2% | 33,671 | -0.2% | 0.83% | +0.4% |
Q3 2021 | $1,821,000 | +10.4% | 33,731 | +2.9% | 0.83% | -1.5% |
Q2 2021 | $1,650,000 | +13.2% | 32,791 | +4.8% | 0.84% | +5.7% |
Q1 2021 | $1,458,000 | +12.9% | 31,283 | +6.5% | 0.79% | +2.7% |
Q4 2020 | $1,291,000 | +12.9% | 29,376 | +1.1% | 0.77% | -2.8% |
Q3 2020 | $1,143,000 | +11.7% | 29,052 | +2.9% | 0.80% | +3.0% |
Q2 2020 | $1,023,000 | +36.4% | 28,221 | +13.8% | 0.77% | +13.9% |
Q1 2020 | $750,000 | +1.9% | 24,807 | +27.5% | 0.68% | +21.5% |
Q4 2019 | $736,000 | – | 19,461 | – | 0.56% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |