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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $29,395,842 | +7.6% | 564,111 | -0.5% | 7.82% | +7.8% |
| Q1 2023 | $27,310,408 | +7.8% | 567,194 | +0.7% | 7.26% | +6.7% |
| Q4 2022 | $25,324,775 | +7.1% | 563,023 | -0.0% | 6.80% | +4.0% |
| Q3 2022 | $23,654,000 | +91.9% | 563,273 | +102.6% | 6.54% | +115.5% |
| Q2 2022 | $12,325,000 | +37.2% | 277,959 | +64.4% | 3.03% | +62.3% |
| Q1 2022 | $8,983,000 | +177.9% | 169,072 | +164.0% | 1.87% | +160.3% |
| Q3 2021 | $3,232,000 | -5.7% | 64,054 | -6.0% | 0.72% | -11.8% |
| Q2 2021 | $3,428,000 | +114166.7% | 68,120 | -1.5% | 0.81% | +40600.0% |
| Q1 2021 | $3,000 | -99.9% | 69,134 | -5.8% | 0.00% | -99.8% |
| Q4 2020 | $3,225,000 | +8.9% | 73,372 | -2.5% | 0.88% | +11.5% |
| Q3 2020 | $2,961,000 | +12.9% | 75,265 | +4.0% | 0.78% | +7.5% |
| Q2 2020 | $2,622,000 | +23.7% | 72,353 | +3.3% | 0.73% | +1.4% |
| Q1 2020 | $2,119,000 | +22.3% | 70,055 | +52.8% | 0.72% | +57.5% |
| Q4 2019 | $1,733,000 | – | 45,848 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |