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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,365,075 | -1.3% | 106,746 | +2.3% | 6.64% | +20.3% |
| Q2 2023 | $5,434,905 | +2.1% | 104,297 | -5.6% | 5.52% | +2.4% |
| Q1 2023 | $5,320,851 | -55.0% | 110,505 | -57.9% | 5.39% | -40.9% |
| Q4 2022 | $11,812,251 | -15.7% | 262,611 | -21.3% | 9.13% | -17.8% |
| Q3 2022 | $14,016,000 | +0.7% | 333,802 | +6.4% | 11.11% | +6.6% |
| Q2 2022 | $13,912,000 | -23.9% | 313,754 | -8.9% | 10.42% | -13.2% |
| Q1 2022 | $18,291,000 | +53.1% | 344,276 | +60.9% | 12.01% | +65.0% |
| Q4 2021 | $11,946,000 | +31.1% | 213,979 | +18.5% | 7.28% | +26.1% |
| Q3 2021 | $9,114,000 | +2.2% | 180,622 | +2.0% | 5.77% | +4.8% |
| Q2 2021 | $8,917,000 | +8.9% | 177,167 | +0.8% | 5.51% | +3.6% |
| Q1 2021 | $8,191,000 | -7.5% | 175,724 | -12.8% | 5.31% | -10.7% |
| Q4 2020 | $8,857,000 | – | 201,485 | – | 5.95% | – |
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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% |