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 | $859,739 | -7.9% | 17,106 | -4.5% | 0.48% | -2.3% |
| Q2 2023 | $933,072 | +7.6% | 17,907 | -0.6% | 0.49% | +4.1% |
| Q1 2023 | $867,031 | -2.4% | 18,008 | -8.8% | 0.47% | -10.0% |
| Q4 2022 | $887,989 | +15.8% | 19,743 | +7.8% | 0.52% | +4.6% |
| Q3 2022 | $767,000 | -20.9% | 18,306 | -14.8% | 0.50% | -17.8% |
| Q2 2022 | $970,000 | -9.4% | 21,479 | +6.5% | 0.61% | -13.3% |
| Q1 2022 | $1,071,000 | +3.4% | 20,168 | +2.9% | 0.70% | -6.9% |
| Q4 2021 | $1,036,000 | -4.9% | 19,601 | -9.2% | 0.75% | -1.2% |
| Q3 2021 | $1,089,000 | +9.9% | 21,582 | +9.6% | 0.76% | +8.4% |
| Q2 2021 | $991,000 | +21.0% | 19,685 | +12.0% | 0.70% | +5.1% |
| Q1 2021 | $819,000 | +23.5% | 17,573 | +16.6% | 0.67% | +26.8% |
| Q4 2020 | $663,000 | – | 15,076 | – | 0.53% | – |
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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% |