SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 687 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,544,339 | -0.3% | 24,130 | -4.2% | 0.57% | -4.5% |
| Q1 2024 | $1,549,430 | +8.7% | 25,182 | -1.2% | 0.60% | +8.1% |
| Q4 2023 | $1,424,933 | +14.4% | 25,491 | +2.8% | 0.55% | +5.1% |
| Q3 2023 | $1,245,808 | +1.3% | 24,787 | +5.0% | 0.53% | +4.2% |
| Q2 2023 | $1,230,387 | +15.2% | 23,611 | +6.5% | 0.50% | +12.7% |
| Q1 2023 | $1,067,767 | +2.6% | 22,176 | -4.1% | 0.45% | -1.5% |
| Q4 2022 | $1,040,282 | +35.8% | 23,128 | +26.8% | 0.46% | +25.3% |
| Q3 2022 | $766,000 | +3.7% | 18,243 | +9.5% | 0.36% | +5.5% |
| Q2 2022 | $739,000 | +15.1% | 16,657 | +25.8% | 0.34% | -17.5% |
| Q1 2021 | $642,000 | – | 13,243 | – | 0.42% | – |
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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% |