SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,438,343 | +1.9% | 327,066 | +5.6% | 1.39% | +0.9% |
| Q2 2023 | $16,138,741 | +35.5% | 309,705 | +25.2% | 1.38% | +24.2% |
| Q1 2023 | $11,912,672 | +14.5% | 247,407 | +7.0% | 1.11% | +4.3% |
| Q4 2022 | $10,403,327 | -45.5% | 231,287 | -49.1% | 1.06% | -2.7% |
| Q3 2022 | $19,088,000 | +7.4% | 454,822 | +13.4% | 1.09% | +7.1% |
| Q2 2022 | $17,778,000 | -20.8% | 400,902 | -5.1% | 1.02% | -6.3% |
| Q1 2022 | $22,452,000 | +115.5% | 422,594 | +126.4% | 1.09% | +5.9% |
| Q4 2021 | $10,419,000 | +50.7% | 186,686 | +35.8% | 1.03% | +44.7% |
| Q2 2021 | $6,916,000 | +47.3% | 137,424 | +36.4% | 0.71% | +12.7% |
| Q1 2021 | $4,695,000 | +25.0% | 100,723 | +17.9% | 0.63% | +14.5% |
| Q4 2020 | $3,755,000 | +27.2% | 85,424 | +13.8% | 0.55% | +14.3% |
| Q3 2020 | $2,953,000 | +79.4% | 75,036 | +65.2% | 0.48% | +61.7% |
| Q2 2020 | $1,646,000 | – | 45,418 | – | 0.30% | – |
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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% |