SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,432 | -3.6% | 13,200 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $687,852 | +9.2% | 13,200 | +0.9% | 0.08% | -16.1% |
| Q1 2023 | $629,995 | +7.0% | 13,084 | 0.0% | 0.09% | 0.0% |
| Q4 2022 | $588,518 | +7.2% | 13,084 | 0.0% | 0.09% | -26.8% |
| Q3 2022 | $549,000 | -5.3% | 13,084 | 0.0% | 0.13% | -15.9% |
| Q2 2022 | $580,000 | -16.5% | 13,084 | 0.0% | 0.15% | +0.7% |
| Q1 2022 | $695,000 | -4.8% | 13,084 | 0.0% | 0.15% | -4.5% |
| Q4 2021 | $730,000 | – | 13,084 | – | 0.16% | – |
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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% |