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 | $85,861 | +10.4% | 1,708,334 | +14.4% | 13.68% | +37.7% |
| Q2 2023 | $77,796 | +7.8% | 1,492,927 | -0.4% | 9.94% | -24.3% |
| Q1 2023 | $72,154 | -2.8% | 1,498,533 | -9.2% | 13.12% | -22.1% |
| Q4 2022 | $74,270 | -99.9% | 1,651,179 | -97.7% | 16.85% | +3.3% |
| Q3 2022 | $70,902,000 | -0.9% | 70,902,290 | +4295.7% | 16.31% | +49.0% |
| Q2 2022 | $71,520,000 | +4375.6% | 1,612,985 | -98.1% | 10.94% | +57.4% |
| Q1 2022 | $1,598,000 | -97.9% | 84,912,880 | +5797.6% | 6.95% | -32.0% |
| Q4 2021 | $76,179,000 | +28.4% | 1,439,782 | +22.4% | 10.23% | +25.8% |
| Q3 2021 | $59,349,000 | +22.2% | 1,176,185 | +6.4% | 8.13% | +5.1% |
| Q4 2020 | $48,584,000 | – | 1,105,176 | – | 7.74% | – |
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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% |