SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,737,090 | +3.6% | 27,142 | -0.4% | 0.12% | -10.0% |
| Q1 2024 | $1,677,246 | +13.9% | 27,259 | +3.5% | 0.13% | +4.0% |
| Q4 2023 | $1,472,462 | +23.6% | 26,341 | +11.1% | 0.12% | +10.6% |
| Q3 2023 | $1,191,363 | +47.4% | 23,704 | +52.8% | 0.11% | +20.2% |
| Q2 2023 | $808,330 | +17.2% | 15,512 | +8.3% | 0.09% | +14.6% |
| Q1 2023 | $689,556 | +56.0% | 14,321 | +45.7% | 0.08% | +39.0% |
| Q4 2022 | $441,956 | +7.8% | 9,826 | +0.6% | 0.06% | -4.8% |
| Q3 2022 | $410,000 | -5.3% | 9,770 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $433,000 | -30.7% | 9,770 | -16.9% | 0.06% | -22.0% |
| Q1 2022 | $625,000 | -2.2% | 11,760 | +2.7% | 0.08% | -3.5% |
| Q4 2021 | $639,000 | – | 11,453 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |