SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,843,395 | -12.0% | 335,125 | -8.8% | 18.43% | +31.5% |
| Q2 2023 | $19,149,256 | +1.3% | 367,478 | -6.4% | 14.01% | -4.2% |
| Q1 2023 | $18,901,379 | -34.3% | 392,552 | -38.6% | 14.62% | -39.8% |
| Q4 2022 | $28,747,597 | +60.2% | 639,120 | +49.6% | 24.28% | +38.8% |
| Q3 2022 | $17,944,000 | +14.2% | 427,341 | +20.6% | 17.50% | +20.4% |
| Q2 2022 | $15,709,000 | -14.3% | 354,282 | +2.6% | 14.53% | -3.4% |
| Q1 2022 | $18,339,000 | +23.1% | 345,177 | +29.4% | 15.04% | +11.4% |
| Q4 2021 | $14,898,000 | – | 266,837 | – | 13.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |