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 | $348,672 | +4.0% | 5,448 | 0.0% | 0.40% | +7.3% |
| Q1 2024 | $335,215 | -18.9% | 5,448 | -26.3% | 0.37% | -4.9% |
| Q4 2023 | $413,436 | +11.2% | 7,396 | 0.0% | 0.39% | +5.4% |
| Q3 2023 | $371,723 | -3.7% | 7,396 | -0.2% | 0.37% | +4.8% |
| Q2 2023 | $386,187 | +8.2% | 7,411 | 0.0% | 0.35% | -1.4% |
| Q1 2023 | $356,840 | +7.0% | 7,411 | 0.0% | 0.36% | -29.7% |
| Q4 2022 | $333,347 | +3.8% | 7,411 | -3.0% | 0.51% | +47.7% |
| Q3 2022 | $321,000 | -5.9% | 7,640 | -0.8% | 0.34% | -6.5% |
| Q2 2022 | $341,000 | -16.6% | 7,701 | 0.0% | 0.37% | -2.9% |
| Q1 2022 | $409,000 | -4.9% | 7,701 | 0.0% | 0.38% | +0.3% |
| Q4 2021 | $430,000 | – | 7,701 | – | 0.38% | – |
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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% |