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 | $45,315,267 | +29.7% | 901,617 | +34.5% | 18.20% | +32.1% |
| Q2 2023 | $34,937,878 | +356.4% | 670,464 | +321.7% | 13.78% | +139.9% |
| Q1 2023 | $7,655,860 | +0.2% | 159,000 | -6.4% | 5.74% | -7.8% |
| Q4 2022 | $7,642,323 | +10.1% | 169,905 | +2.8% | 6.23% | +22.4% |
| Q3 2022 | $6,940,000 | -2.5% | 165,267 | +3.0% | 5.09% | +72.6% |
| Q2 2022 | $7,116,000 | -10.1% | 160,490 | +7.7% | 2.95% | +19.8% |
| Q1 2022 | $7,917,000 | -62.3% | 149,021 | -60.4% | 2.46% | -59.8% |
| Q4 2021 | $21,011,000 | – | 376,347 | – | 6.12% | – |
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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% |