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 | $34,847,535 | -31.8% | 693,345 | -29.3% | 2.26% | -27.6% |
| Q2 2023 | $51,094,695 | +95.6% | 980,516 | +80.8% | 3.12% | +84.2% |
| Q1 2023 | $26,117,267 | +10.7% | 542,415 | +3.4% | 1.69% | +1.6% |
| Q4 2022 | $23,598,413 | +206450.7% | 524,642 | +92.8% | 1.66% | +86.5% |
| Q3 2022 | $11,425 | +1516.0% | 272,089 | +1605.2% | 0.89% | +1494.6% |
| Q2 2022 | $707 | +1.1% | 15,956 | +21.3% | 0.06% | +19.1% |
| Q1 2022 | $699 | +70.5% | 13,151 | +79.0% | 0.05% | +46.9% |
| Q4 2021 | $410 | – | 7,345 | – | 0.03% | – |
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% |