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 | $2,896,090 | -6.4% | 57,622 | -3.0% | 1.11% | -5.5% |
| Q2 2023 | $3,095,505 | +5.5% | 59,403 | -2.5% | 1.17% | -10.3% |
| Q1 2023 | $2,934,326 | +5.0% | 60,941 | -1.9% | 1.30% | -1.7% |
| Q4 2022 | $2,795,346 | +3.9% | 62,146 | -3.0% | 1.33% | +10.0% |
| Q3 2022 | $2,690,000 | -9.1% | 64,068 | -3.9% | 1.21% | -0.3% |
| Q2 2022 | $2,958,000 | -24.3% | 66,702 | -9.3% | 1.21% | -7.4% |
| Q1 2022 | $3,905,000 | -5.6% | 73,505 | -0.8% | 1.31% | +7.5% |
| Q4 2021 | $4,137,000 | +11.2% | 74,099 | +0.5% | 1.22% | -0.1% |
| Q3 2021 | $3,719,000 | -2.3% | 73,703 | -2.6% | 1.22% | -0.1% |
| Q2 2021 | $3,807,000 | +4.9% | 75,647 | -2.8% | 1.22% | -3.5% |
| Q1 2021 | $3,628,000 | +3.5% | 77,841 | -2.4% | 1.26% | -1.2% |
| Q4 2020 | $3,505,000 | +8.4% | 79,730 | -2.9% | 1.28% | -0.7% |
| Q3 2020 | $3,233,000 | – | 82,153 | – | 1.28% | – |
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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% |