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 | $40,938,108 | -2.9% | 814,527 | +0.6% | 1.70% | -4.0% |
| Q2 2023 | $42,172,552 | +58.4% | 809,289 | +46.4% | 1.77% | +42.4% |
| Q1 2023 | $26,621,324 | -4.4% | 552,873 | -10.7% | 1.24% | -12.8% |
| Q4 2022 | $27,850,575 | +4.3% | 619,174 | -2.7% | 1.42% | -4.9% |
| Q3 2022 | $26,710,000 | -21.0% | 636,097 | -16.6% | 1.50% | -19.5% |
| Q2 2022 | $33,803,000 | -15.6% | 762,377 | +1.1% | 1.86% | -20.5% |
| Q1 2022 | $40,073,000 | +7.1% | 753,989 | +12.4% | 2.34% | +1.0% |
| Q4 2021 | $37,425,000 | +17.4% | 670,846 | +6.2% | 2.31% | +5.3% |
| Q3 2021 | $31,873,000 | +7.0% | 631,656 | +6.6% | 2.20% | -0.3% |
| Q2 2021 | $29,799,000 | +18.6% | 592,495 | +9.9% | 2.20% | -8.9% |
| Q1 2021 | $25,132,000 | +15.4% | 539,182 | +8.8% | 2.42% | +7.3% |
| Q4 2020 | $21,782,000 | +14.5% | 495,492 | +2.5% | 2.25% | -3.5% |
| Q3 2020 | $19,025,000 | +20.2% | 483,484 | +10.7% | 2.34% | -9.9% |
| Q2 2020 | $15,832,000 | +113.0% | 436,766 | +77.7% | 2.59% | +31.6% |
| Q1 2020 | $7,434,000 | – | 245,737 | – | 1.97% | – |
Download | ||||||
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% |