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 | $895,914 | +8.8% | 17,826 | +12.8% | 0.63% | +8.1% |
| Q2 2023 | $823,383 | +22.8% | 15,801 | +13.4% | 0.58% | +18.1% |
| Q1 2023 | $670,705 | +11.9% | 13,929 | +4.5% | 0.49% | +4.7% |
| Q4 2022 | $599,272 | +10.2% | 13,323 | +2.8% | 0.47% | +5.4% |
| Q3 2022 | $544,000 | +9.2% | 12,962 | +15.4% | 0.44% | +16.5% |
| Q2 2022 | $498,000 | +8.0% | 11,228 | +29.4% | 0.38% | +25.2% |
| Q1 2022 | $461,000 | +16.4% | 8,675 | +22.4% | 0.30% | +18.7% |
| Q4 2021 | $396,000 | +21.1% | 7,085 | +9.3% | 0.26% | +26.0% |
| Q3 2021 | $327,000 | +9.7% | 6,482 | +9.2% | 0.20% | +14.0% |
| Q2 2021 | $298,000 | +29.6% | 5,936 | +19.9% | 0.18% | +17.8% |
| Q1 2021 | $230,000 | +10.0% | 4,951 | +3.7% | 0.15% | +1.3% |
| Q4 2020 | $209,000 | +1.0% | 4,774 | -7.9% | 0.15% | -9.6% |
| Q3 2020 | $207,000 | -13.4% | 5,185 | -14.8% | 0.17% | -11.2% |
| Q2 2020 | $239,000 | -39.3% | 6,084 | -53.4% | 0.19% | -52.1% |
| Q1 2020 | $394,000 | -70.1% | 13,051 | -62.6% | 0.39% | -63.5% |
| Q4 2019 | $1,319,000 | -26.2% | 34,876 | -32.0% | 1.07% | -44.2% |
| Q3 2019 | $1,787,000 | – | 51,287 | – | 1.92% | – |
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% |