SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,547,912 | +7.2% | 508,315 | +11.1% | 19.20% | +2.1% |
| Q2 2023 | $23,833,446 | +247.1% | 457,368 | +220.7% | 18.80% | +227.0% |
| Q1 2023 | $6,867,201 | -64.7% | 142,621 | -67.0% | 5.75% | -68.5% |
| Q4 2022 | $19,442,290 | +13.3% | 432,243 | +5.7% | 18.27% | +3.8% |
| Q3 2022 | $17,165,000 | +1.4% | 408,788 | +7.0% | 17.60% | +14.5% |
| Q2 2022 | $16,936,000 | -7.8% | 381,957 | +10.5% | 15.36% | +20.0% |
| Q1 2022 | $18,372,000 | +25.3% | 345,795 | +31.7% | 12.80% | -5.9% |
| Q4 2021 | $14,658,000 | – | 262,546 | – | 13.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |