SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 955 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 1.18 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,447,067 | +6.4% | 100,735 | +2.3% | 2.79% | +6.0% |
| Q1 2024 | $6,058,824 | +13.7% | 98,469 | +3.3% | 2.63% | -17.1% |
| Q4 2023 | $5,330,828 | +7.3% | 95,364 | -3.6% | 3.17% | -14.8% |
| Q3 2023 | $4,969,515 | -16.4% | 98,876 | -13.4% | 3.72% | -3.7% |
| Q2 2023 | $5,946,296 | +0.5% | 114,110 | -7.1% | 3.86% | -11.2% |
| Q1 2023 | $5,915,259 | +8.8% | 122,851 | +1.6% | 4.35% | +22.5% |
| Q4 2022 | $5,436,987 | +20.0% | 120,876 | +12.0% | 3.55% | +1.4% |
| Q3 2022 | $4,531,000 | -3.7% | 107,896 | +1.6% | 3.50% | +4.0% |
| Q2 2022 | $4,707,000 | -10.0% | 106,158 | +7.8% | 3.37% | -4.3% |
| Q1 2022 | $5,231,000 | +12.9% | 98,453 | +18.6% | 3.52% | +6.9% |
| Q4 2021 | $4,634,000 | +2.0% | 83,002 | -7.8% | 3.29% | +12.8% |
| Q3 2021 | $4,542,000 | -56.5% | 90,008 | -56.6% | 2.92% | -56.4% |
| Q2 2021 | $10,438,000 | -21.1% | 207,388 | -26.9% | 6.69% | -21.8% |
| Q1 2021 | $13,230,000 | +8.6% | 283,848 | +2.4% | 8.56% | +11.8% |
| Q4 2020 | $12,186,000 | +36.4% | 277,205 | +22.1% | 7.66% | -11.1% |
| Q3 2020 | $8,936,000 | +7.1% | 227,092 | -1.4% | 8.61% | +6.1% |
| Q2 2020 | $8,345,000 | +21.2% | 230,207 | +1.1% | 8.11% | +3.6% |
| Q1 2020 | $6,885,000 | – | 227,604 | – | 7.83% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,601,302 | $58,047,000 | 30.92% |
| Private Wealth Group, LLC | 827,111 | $29,983,000 | 24.62% |
| AFFINIA FINANCIAL GROUP, LLC | 773,091 | $28,025,000 | 23.13% |
| Stadion Money Management, LLC | 14,531,579 | $526,770,000 | 21.49% |
| O'Dell Group, LLC | 825,895 | $29,939,000 | 15.69% |
| Clear Perspective Advisors, LLC | 737,372 | $26,730,000 | 14.58% |
| Wealthcare Advisory Partners LLC | 3,225,381 | $116,920,000 | 14.57% |
| Detalus Advisors, LLC | 515,312 | $18,680,000 | 14.44% |
| Compass Ion Advisors, LLC | 440,128 | $15,955,000 | 14.23% |
| AlphaStar Capital Management, LLC | 1,475,031 | $55,756,000 | 11.91% |