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 | $9,907,986 | -5.6% | 197,135 | -2.1% | 2.90% | -2.4% |
| Q2 2023 | $10,495,788 | +12.9% | 201,416 | +4.3% | 2.97% | +4.6% |
| Q1 2023 | $9,296,417 | +7.5% | 193,072 | +0.4% | 2.84% | -2.4% |
| Q4 2022 | $8,648,664 | +19.4% | 192,278 | +11.5% | 2.91% | +12.0% |
| Q3 2022 | $7,242,000 | -2.5% | 172,466 | +3.0% | 2.60% | +2.3% |
| Q2 2022 | $7,426,000 | -16.8% | 167,479 | -0.4% | 2.54% | +2.2% |
| Q1 2022 | $8,930,000 | -7.3% | 168,075 | -2.6% | 2.48% | +1.3% |
| Q4 2021 | $9,634,000 | +19.5% | 172,557 | +8.0% | 2.45% | +12.8% |
| Q3 2021 | $8,059,000 | +1.9% | 159,710 | +1.7% | 2.17% | +2.6% |
| Q2 2021 | $7,905,000 | +2.3% | 157,057 | -0.3% | 2.12% | -1.6% |
| Q1 2021 | $7,729,000 | +6.9% | 157,504 | -4.2% | 2.15% | -4.4% |
| Q4 2020 | $7,227,000 | +11.2% | 164,390 | -0.4% | 2.25% | -3.8% |
| Q3 2020 | $6,497,000 | +8.3% | 165,101 | -0.2% | 2.34% | +5.5% |
| Q2 2020 | $5,997,000 | +24.6% | 165,437 | +4.0% | 2.21% | -10.0% |
| Q1 2020 | $4,813,000 | -26.2% | 159,111 | -7.8% | 2.46% | +21.7% |
| Q4 2019 | $6,524,000 | – | 172,512 | – | 2.02% | – |
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% |