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 | $457,213 | -52.3% | 9,097 | -50.5% | 0.16% | -47.8% |
| Q2 2023 | $957,934 | +8.2% | 18,383 | +0.0% | 0.31% | -5.2% |
| Q1 2023 | $885,106 | +7.1% | 18,382 | 0.0% | 0.33% | +0.9% |
| Q4 2022 | $826,805 | +7.1% | 18,382 | +0.0% | 0.33% | +4.2% |
| Q3 2022 | $772,000 | -5.3% | 18,381 | -0.0% | 0.31% | -2.5% |
| Q2 2022 | $815,000 | -16.6% | 18,384 | +0.0% | 0.32% | -11.3% |
| Q1 2022 | $977,000 | +88.6% | 18,383 | +98.1% | 0.36% | +74.0% |
| Q4 2021 | $518,000 | +8.1% | 9,278 | -2.2% | 0.21% | -24.4% |
| Q3 2021 | $479,000 | +7.2% | 9,485 | -1.2% | 0.28% | +1.5% |
| Q2 2021 | $447,000 | 0.0% | 9,599 | 0.0% | 0.27% | -2.9% |
| Q1 2021 | $447,000 | +7.5% | 9,599 | +1.4% | 0.28% | -7.0% |
| Q4 2020 | $416,000 | – | 9,466 | – | 0.30% | – |
Download | ||||||
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% |