SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $46,128,997 | +1.6% | 720,766 | -2.3% | 9.27% | -5.0% |
| Q1 2024 | $45,412,642 | +10.7% | 738,057 | +0.6% | 9.75% | +4.2% |
| Q4 2023 | $41,027,242 | +11.5% | 733,939 | +0.2% | 9.36% | -8.8% |
| Q3 2023 | $36,810,985 | -4.9% | 732,411 | -1.4% | 10.26% | +0.3% |
| Q2 2023 | $38,708,904 | -16.4% | 742,830 | -22.8% | 10.23% | -20.4% |
| Q1 2023 | $46,302,228 | +11.8% | 961,624 | +4.5% | 12.85% | +5.3% |
| Q4 2022 | $41,409,581 | +16.6% | 920,622 | +8.9% | 12.20% | +3.4% |
| Q3 2022 | $35,513,000 | -3.0% | 845,744 | +2.4% | 11.80% | -1.5% |
| Q2 2022 | $36,611,000 | +6.5% | 825,694 | +27.6% | 11.98% | +10.8% |
| Q1 2022 | $34,369,000 | -5.5% | 646,889 | -0.7% | 10.81% | -7.3% |
| Q4 2021 | $36,368,000 | +4.4% | 651,411 | -5.7% | 11.66% | -5.9% |
| Q3 2021 | $34,842,000 | +12.9% | 690,478 | +12.6% | 12.40% | +11.9% |
| Q2 2021 | $30,850,000 | +13.3% | 612,946 | +4.9% | 11.07% | +6.6% |
| Q1 2021 | $27,231,000 | +11.3% | 584,219 | +4.9% | 10.38% | +3.9% |
| Q4 2020 | $24,475,000 | +21.6% | 556,755 | +8.8% | 10.00% | +7.6% |
| Q3 2020 | $20,132,000 | +10.6% | 511,593 | +1.9% | 9.29% | +5.3% |
| Q2 2020 | $18,199,000 | +52.6% | 502,027 | +27.3% | 8.82% | +10.8% |
| Q1 2020 | $11,928,000 | +10.8% | 394,299 | +38.6% | 7.96% | +13.2% |
| Q4 2019 | $10,763,000 | – | 284,583 | – | 7.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |