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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,655,075 | +30.0% | 223,663 | +20.1% | 11.19% | +4.2% |
| Q1 2023 | $8,964,660 | +62.5% | 186,182 | +51.8% | 10.74% | +19.4% |
| Q4 2022 | $5,516,570 | +41.0% | 122,645 | +31.6% | 9.00% | +43.3% |
| Q3 2022 | $3,913,000 | -52.1% | 93,185 | -49.5% | 6.28% | -27.4% |
| Q2 2022 | $8,174,000 | -35.1% | 184,451 | -22.2% | 8.65% | -10.9% |
| Q1 2022 | $12,597,000 | -2.3% | 237,104 | +2.7% | 9.71% | +11.8% |
| Q4 2021 | $12,889,000 | +1.8% | 230,853 | -8.0% | 8.69% | -10.8% |
| Q3 2021 | $12,656,000 | +3.0% | 250,813 | +2.8% | 9.74% | +7.8% |
| Q2 2021 | $12,283,000 | +5.4% | 244,046 | +1.6% | 9.04% | +0.8% |
| Q1 2021 | $11,649,000 | +10.1% | 240,130 | -0.2% | 8.97% | -1.7% |
| Q4 2020 | $10,579,000 | +16.4% | 240,649 | +4.2% | 9.13% | -2.7% |
| Q3 2020 | $9,091,000 | +30.7% | 230,939 | +20.4% | 9.38% | +8.6% |
| Q2 2020 | $6,958,000 | -13.0% | 191,871 | -27.4% | 8.64% | +13.7% |
| Q1 2020 | $8,001,000 | -82.2% | 264,359 | -77.7% | 7.60% | -66.8% |
| Q4 2019 | $44,846,000 | – | 1,185,825 | – | 22.92% | – |
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% |