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 | $16,597,712 | +2.5% | 330,237 | +6.3% | 5.63% | +11.4% |
Q2 2023 | $16,185,887 | -2.8% | 310,610 | -10.1% | 5.05% | -6.0% |
Q1 2023 | $16,644,901 | -17.7% | 345,689 | -23.1% | 5.37% | -24.8% |
Q4 2022 | $20,222,108 | +212.6% | 449,580 | +191.8% | 7.14% | +194.9% |
Q3 2022 | $6,470,000 | – | 154,087 | – | 2.42% | – |
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% |