SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,061 | +30.1% | 3,503 | +24.6% | 0.11% | +25.3% |
| Q1 2023 | $135,350 | +7.0% | 2,811 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $126,439 | +7.2% | 2,811 | 0.0% | 0.09% | -2.1% |
| Q3 2022 | $118,000 | -5.6% | 2,811 | 0.0% | 0.10% | -2.1% |
| Q2 2022 | $125,000 | -16.1% | 2,811 | +0.2% | 0.10% | +7.8% |
| Q1 2022 | $149,000 | +2.8% | 2,805 | +7.8% | 0.09% | +9.8% |
| Q4 2021 | $145,000 | +10.7% | 2,603 | 0.0% | 0.08% | +3.8% |
| Q3 2021 | $131,000 | +10.1% | 2,603 | +10.1% | 0.08% | +6.8% |
| Q2 2021 | $119,000 | +8.2% | 2,365 | 0.0% | 0.07% | -3.9% |
| Q1 2021 | $110,000 | +5.8% | 2,365 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $104,000 | – | 2,365 | – | 0.08% | – |
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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% |