SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,436,225 | -12.3% | 167,852 | -9.0% | 4.54% | -9.6% |
| Q2 2023 | $9,617,121 | +3.7% | 184,554 | -4.2% | 5.02% | +1.8% |
| Q1 2023 | $9,278,283 | +9.4% | 192,695 | +2.2% | 4.93% | +4.0% |
| Q4 2022 | $8,480,354 | +4.5% | 188,536 | -2.5% | 4.74% | -0.7% |
| Q3 2022 | $8,117,000 | -6.0% | 193,299 | -0.8% | 4.77% | -1.5% |
| Q2 2022 | $8,639,000 | -32.8% | 194,845 | -19.4% | 4.84% | -31.1% |
| Q1 2022 | $12,847,000 | +1.0% | 241,809 | +6.2% | 7.02% | -2.3% |
| Q4 2021 | $12,714,000 | +54.3% | 227,730 | +39.5% | 7.19% | +46.1% |
| Q3 2021 | $8,238,000 | +2.8% | 163,251 | +2.5% | 4.92% | -1.8% |
| Q2 2021 | $8,014,000 | +17.2% | 159,220 | +8.5% | 5.01% | +11.1% |
| Q1 2021 | $6,837,000 | +13.1% | 146,689 | +6.6% | 4.51% | +94.5% |
| Q4 2020 | $6,047,000 | – | 137,554 | – | 2.32% | – |
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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% |