SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 752 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,996,773 | +21.8% | 249,950 | +17.1% | 1.75% | +16.1% |
| Q1 2024 | $13,128,397 | +43.5% | 213,366 | +30.3% | 1.51% | +26.7% |
| Q4 2023 | $9,151,729 | +3.3% | 163,716 | -7.1% | 1.19% | -10.3% |
| Q3 2023 | $8,860,174 | +10.0% | 176,287 | +14.0% | 1.33% | +0.8% |
| Q2 2023 | $8,057,460 | +138.6% | 154,624 | +120.5% | 1.32% | +62.5% |
| Q1 2023 | $3,376,672 | +33.4% | 70,128 | +24.6% | 0.81% | +20.7% |
| Q4 2022 | $2,532,156 | +20.2% | 56,295 | +12.2% | 0.67% | +5.8% |
| Q3 2022 | $2,106,000 | -32.0% | 50,159 | -28.2% | 0.64% | -29.8% |
| Q2 2022 | $3,097,000 | -21.8% | 69,831 | -6.3% | 0.90% | -21.2% |
| Q1 2022 | $3,960,000 | +33.3% | 74,521 | +40.0% | 1.15% | +89.3% |
| Q4 2021 | $2,971,000 | – | 53,224 | – | 0.61% | – |
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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% |