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 | $215,828 | -8.3% | 4,354 | -3.7% | 0.06% | -7.8% |
| Q2 2023 | $235,485 | -74.0% | 4,519 | -75.9% | 0.06% | -73.8% |
| Q1 2023 | $904,113 | +0.4% | 18,777 | -4.8% | 0.24% | -6.9% |
| Q4 2022 | $900,083 | +20.2% | 19,730 | +15.7% | 0.26% | +12.9% |
| Q3 2022 | $749,000 | -17.3% | 17,060 | -13.9% | 0.23% | -14.7% |
| Q2 2022 | $906,000 | -25.3% | 19,818 | -14.2% | 0.27% | +1.1% |
| Q1 2022 | $1,213,000 | -10.5% | 23,091 | -4.9% | 0.27% | -5.3% |
| Q4 2021 | $1,355,000 | -3.8% | 24,268 | -11.1% | 0.28% | -15.0% |
| Q3 2021 | $1,408,000 | -0.6% | 27,310 | -3.0% | 0.33% | -5.4% |
| Q2 2021 | $1,417,000 | +7.1% | 28,161 | -0.8% | 0.35% | -1.4% |
| Q1 2021 | $1,323,000 | -0.5% | 28,385 | -4.9% | 0.36% | -6.8% |
| Q4 2020 | $1,330,000 | +1.5% | 29,853 | -10.3% | 0.38% | -17.1% |
| Q3 2020 | $1,310,000 | +2.6% | 33,283 | -3.0% | 0.46% | -8.3% |
| Q2 2020 | $1,277,000 | – | 34,298 | – | 0.50% | – |
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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% |