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 | $135,250 | -3.5% | 2,691 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $140,228 | +8.2% | 2,691 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $129,572 | +7.0% | 2,691 | 0.0% | 0.07% | -7.0% |
| Q4 2022 | $121,041 | +7.1% | 2,691 | 0.0% | 0.07% | +4.4% |
| Q3 2022 | $113,000 | -5.0% | 2,691 | 0.0% | 0.07% | -9.3% |
| Q2 2022 | $119,000 | -16.8% | 2,691 | 0.0% | 0.08% | -13.8% |
| Q1 2022 | $143,000 | -4.7% | 2,691 | 0.0% | 0.09% | -11.2% |
| Q4 2021 | $150,000 | +10.3% | 2,691 | 0.0% | 0.10% | -4.9% |
| Q3 2021 | $136,000 | +0.7% | 2,691 | 0.0% | 0.10% | -8.8% |
| Q2 2021 | $135,000 | -4.3% | 2,691 | -10.9% | 0.11% | -27.6% |
| Q1 2021 | $141,000 | -38.4% | 3,021 | -42.0% | 0.16% | -41.4% |
| Q4 2020 | $229,000 | +21.8% | 5,208 | +8.9% | 0.27% | +22.0% |
| Q3 2020 | $188,000 | +118.6% | 4,783 | +101.2% | 0.22% | +129.5% |
| Q2 2020 | $86,000 | – | 2,377 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |