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 | $1,179,057 | +15.0% | 18,423 | +10.6% | 0.60% | +5.8% |
| Q1 2024 | $1,025,137 | +10.1% | 16,661 | 0.0% | 0.57% | -1.7% |
| Q4 2023 | $931,336 | +0.3% | 16,661 | -9.8% | 0.58% | -13.5% |
| Q3 2023 | $928,491 | -12.8% | 18,474 | -9.6% | 0.67% | -10.1% |
| Q2 2023 | $1,064,543 | +8.2% | 20,429 | 0.0% | 0.74% | -8.8% |
| Q1 2023 | $983,645 | -5.1% | 20,429 | -11.4% | 0.82% | -11.4% |
| Q4 2022 | $1,036,958 | +6.5% | 23,054 | -0.6% | 0.92% | -5.3% |
| Q3 2022 | $974,000 | -11.1% | 23,204 | -6.1% | 0.97% | -8.6% |
| Q2 2022 | $1,095,000 | -16.7% | 24,704 | -0.1% | 1.06% | -4.3% |
| Q1 2022 | $1,314,000 | -4.9% | 24,738 | 0.0% | 1.11% | -3.1% |
| Q4 2021 | $1,381,000 | +4.9% | 24,738 | -5.2% | 1.15% | -9.3% |
| Q3 2021 | $1,317,000 | -3.4% | 26,097 | -3.7% | 1.26% | +4.8% |
| Q2 2021 | $1,364,000 | +7.6% | 27,097 | -0.4% | 1.21% | +5.4% |
| Q1 2021 | $1,268,000 | +6.2% | 27,197 | +0.1% | 1.14% | -10.5% |
| Q4 2020 | $1,194,000 | – | 27,163 | – | 1.28% | – |
Download | ||||||
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% |