SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,605,078 | -0.8% | 290,706 | -4.6% | 3.06% | -2.6% |
| Q1 2024 | $18,756,764 | -6.5% | 304,839 | -15.1% | 3.14% | +13.2% |
| Q4 2023 | $20,070,366 | +48.4% | 359,041 | +33.4% | 2.77% | +37.0% |
| Q3 2023 | $13,523,117 | -30.1% | 269,063 | -27.6% | 2.02% | -19.2% |
| Q2 2023 | $19,353,289 | -3.8% | 371,393 | -11.1% | 2.50% | -5.2% |
| Q1 2023 | $20,107,477 | +26.1% | 417,601 | +17.8% | 2.64% | +19.3% |
| Q4 2022 | $15,946,790 | +53.8% | 354,531 | +43.6% | 2.21% | +32.5% |
| Q3 2022 | $10,369,000 | +42.5% | 246,951 | +50.4% | 1.67% | +49.9% |
| Q2 2022 | $7,279,000 | +98.8% | 164,162 | +138.2% | 1.12% | +126.2% |
| Q1 2022 | $3,662,000 | +311.0% | 68,917 | +331.7% | 0.49% | +317.8% |
| Q4 2021 | $891,000 | +132.6% | 15,964 | +121.2% | 0.12% | +126.9% |
| Q3 2021 | $383,000 | – | 7,218 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |