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 | $30,305 | +247.8% | 473,523 | +234.4% | 2.24% | +208.4% |
Q1 2024 | $8,713 | +1.7% | 141,601 | -7.6% | 0.73% | +15.6% |
Q4 2023 | $8,569 | +1.2% | 153,298 | -9.0% | 0.63% | +1.6% |
Q3 2023 | $8,468 | +1.4% | 168,479 | +5.2% | 0.62% | -36.4% |
Q2 2023 | $8,349 | -0.9% | 160,225 | -8.4% | 0.98% | -9.7% |
Q1 2023 | $8,426 | – | 174,988 | – | 1.08% | – |
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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% |