SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,033 | +7.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,834 | -5.5% | 63 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | +50.0% | 63 | +110.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | -71.4% | 30 | -79.0% | 0.00% | -66.7% |
| Q3 2021 | $7,000 | -99.8% | 143 | -99.8% | 0.00% | -99.7% |
| Q2 2021 | $4,105,000 | +7.3% | 81,552 | -0.6% | 0.93% | -0.4% |
| Q1 2021 | $3,825,000 | -0.8% | 82,082 | -6.4% | 0.93% | -13.1% |
| Q4 2020 | $3,854,000 | +10.1% | 87,664 | -1.5% | 1.08% | -8.8% |
| Q3 2020 | $3,502,000 | – | 88,985 | – | 1.18% | – |
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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% |