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 | $3,785,472 | +9.8% | 59,148 | +5.6% | 1.37% | +8.2% |
| Q1 2024 | $3,447,526 | +20.5% | 56,030 | +9.5% | 1.26% | +11.6% |
| Q4 2023 | $2,860,794 | +12.3% | 51,177 | +1.0% | 1.13% | +2.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |