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 | $2,711,088 | -7.3% | 53,941 | -3.9% | 0.59% | -3.9% |
| Q2 2023 | $2,923,547 | +10.0% | 56,103 | +1.7% | 0.61% | +4.8% |
| Q1 2023 | $2,657,164 | +6.0% | 55,185 | -1.0% | 0.58% | +2.1% |
| Q4 2022 | $2,507,332 | +9.1% | 55,743 | +1.8% | 0.57% | -2.7% |
| Q3 2022 | $2,299,000 | -5.2% | 54,760 | +0.1% | 0.59% | -0.7% |
| Q2 2022 | $2,426,000 | -17.4% | 54,716 | -1.1% | 0.59% | -8.9% |
| Q1 2022 | $2,938,000 | -6.7% | 55,305 | -2.0% | 0.65% | -7.5% |
| Q4 2021 | $3,150,000 | +9.5% | 56,421 | -1.0% | 0.70% | -4.6% |
| Q3 2021 | $2,876,000 | -1.4% | 57,002 | -1.7% | 0.74% | -28.7% |
| Q2 2021 | $2,918,000 | +1.2% | 57,968 | -6.3% | 1.03% | -7.3% |
| Q1 2021 | $2,883,000 | +6.4% | 61,858 | +0.4% | 1.12% | 0.0% |
| Q4 2020 | $2,709,000 | -12.9% | 61,614 | -22.0% | 1.12% | -23.4% |
| Q3 2020 | $3,109,000 | +8.5% | 79,017 | -0.1% | 1.46% | +0.2% |
| Q2 2020 | $2,866,000 | -2.0% | 79,063 | -18.2% | 1.45% | -24.6% |
| Q1 2020 | $2,925,000 | -3.5% | 96,695 | +20.6% | 1.92% | +9.2% |
| Q4 2019 | $3,032,000 | -1.0% | 80,169 | -8.8% | 1.76% | -19.4% |
| Q3 2019 | $3,063,000 | -4.5% | 87,884 | -5.3% | 2.19% | -9.4% |
| Q2 2019 | $3,206,000 | -2.1% | 92,807 | -3.6% | 2.41% | +22.3% |
| Q1 2019 | $3,274,000 | +19.1% | 96,230 | +2.3% | 1.97% | -19.9% |
| Q4 2018 | $2,748,000 | – | 94,094 | – | 2.46% | – |
Download | ||||||
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% |