SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 687 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,861,249 | +9.4% | 44,707 | +5.2% | 0.10% | +114.9% |
| Q1 2024 | $2,614,584 | +25.5% | 42,493 | +15.7% | 0.05% | -31.9% |
| Q4 2023 | $2,084,039 | +26.4% | 36,717 | +12.0% | 0.07% | +9.5% |
| Q3 2023 | $1,648,131 | +27.2% | 32,792 | +31.8% | 0.06% | +31.2% |
| Q2 2023 | $1,296,009 | +20.6% | 24,871 | +11.4% | 0.05% | +14.3% |
| Q1 2023 | $1,074,583 | +516526.4% | 22,317 | +382.7% | 0.04% | +250.0% |
| Q4 2022 | $208 | -99.9% | 4,623 | +4.7% | 0.01% | +9.1% |
| Q3 2022 | $185,000 | -15.5% | 4,415 | -10.6% | 0.01% | +22.2% |
| Q2 2022 | $219,000 | -6.8% | 4,941 | +11.6% | 0.01% | +50.0% |
| Q1 2022 | $235,000 | -6.0% | 4,427 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $250,000 | -4.6% | 4,478 | -13.7% | 0.01% | -14.3% |
| Q3 2021 | $262,000 | +0.4% | 5,187 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | -18.2% | 5,184 | -29.1% | 0.01% | -12.5% |
| Q1 2021 | $319,000 | – | 7,311 | – | 0.01% | – |
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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% |