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 | $940,114 | -3.6% | 18,705 | -0.0% | 0.22% | -1.4% |
| Q2 2023 | $974,978 | +6.9% | 18,710 | -1.2% | 0.22% | +1.9% |
| Q1 2023 | $911,768 | +13.6% | 18,936 | +5.7% | 0.21% | -23.8% |
| Q4 2022 | $802,286 | +3.4% | 17,916 | -3.1% | 0.28% | -7.9% |
| Q3 2022 | $776,000 | -11.0% | 18,489 | +3.3% | 0.30% | +3.0% |
| Q2 2022 | $872,000 | -13.7% | 17,901 | -5.8% | 0.30% | -2.3% |
| Q1 2022 | $1,010,000 | +3.8% | 19,002 | +9.0% | 0.30% | +5.6% |
| Q4 2021 | $973,000 | +2.1% | 17,428 | +0.4% | 0.29% | +0.7% |
| Q3 2021 | $953,000 | +29.1% | 17,352 | +20.9% | 0.28% | +23.4% |
| Q2 2021 | $738,000 | +36.9% | 14,352 | +30.6% | 0.23% | +35.1% |
| Q1 2021 | $539,000 | +12.3% | 10,988 | +0.6% | 0.17% | -6.0% |
| Q4 2020 | $480,000 | – | 10,927 | – | 0.18% | – |
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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% |