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 | $68,238,608 | +11.3% | 1,357,712 | +15.3% | 16.79% | +14.7% |
| Q2 2023 | $61,337,000 | +10.5% | 1,177,070 | +2.1% | 14.63% | +6.3% |
| Q1 2023 | $55,485,000 | +13.0% | 1,152,341 | +5.5% | 13.76% | +7.1% |
| Q4 2022 | $49,117,000 | +14.0% | 1,091,976 | +6.4% | 12.85% | +5.2% |
| Q3 2022 | $43,086,000 | +2.8% | 1,026,090 | +8.6% | 12.22% | +7.4% |
| Q2 2022 | $41,899,000 | -5.7% | 944,939 | +13.0% | 11.38% | +4.7% |
| Q1 2022 | $44,444,000 | +50.1% | 836,508 | +57.7% | 10.86% | +46.6% |
| Q4 2021 | $29,615,000 | +35.5% | 530,454 | +22.5% | 7.41% | +23.0% |
| Q3 2021 | $21,850,000 | +10.9% | 433,015 | +10.6% | 6.02% | +9.5% |
| Q2 2021 | $19,700,000 | +26.5% | 391,414 | +17.1% | 5.50% | +12.2% |
| Q1 2021 | $15,578,000 | +19.9% | 334,226 | +13.0% | 4.90% | +9.4% |
| Q4 2020 | $12,997,000 | +82.4% | 295,647 | +63.3% | 4.48% | +62.0% |
| Q3 2020 | $7,126,000 | +40.7% | 181,097 | +29.6% | 2.77% | +24.4% |
| Q2 2020 | $5,065,000 | +42.5% | 139,730 | +18.9% | 2.22% | +18.9% |
| Q1 2020 | $3,554,000 | – | 117,478 | – | 1.87% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |