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 | $10,856 | -72.3% | 216 | -71.2% | 0.01% | -70.0% |
| Q2 2023 | $39,135 | +14.3% | 751 | +5.6% | 0.02% | +5.3% |
| Q1 2023 | $34,235 | +7.0% | 711 | 0.0% | 0.02% | +5.6% |
| Q4 2022 | $31,981 | -20.0% | 711 | -24.8% | 0.02% | -25.0% |
| Q3 2022 | $40,000 | +300.0% | 946 | +338.0% | 0.02% | +300.0% |
| Q2 2022 | $10,000 | -88.8% | 216 | -87.1% | 0.01% | -88.2% |
| Q1 2022 | $89,000 | -4.3% | 1,671 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $93,000 | +10.7% | 1,671 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $84,000 | -23.6% | 1,671 | -23.5% | 0.05% | -23.9% |
| Q2 2021 | $110,000 | +2.8% | 2,184 | -4.9% | 0.07% | -10.1% |
| Q1 2021 | $107,000 | +5.9% | 2,296 | 0.0% | 0.08% | +6.8% |
| Q4 2020 | $101,000 | +12.2% | 2,296 | 0.0% | 0.07% | +4.2% |
| Q3 2020 | $90,000 | +9.8% | 2,296 | +4.7% | 0.07% | +24.6% |
| Q2 2020 | $82,000 | -57.3% | 2,193 | -65.4% | 0.06% | -65.7% |
| Q1 2020 | $192,000 | – | 6,343 | – | 0.17% | – |
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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% |