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 | $12,869,346 | -47.5% | 256,055 | -45.6% | 1.21% | -60.1% |
| Q2 2023 | $24,513,706 | +12.2% | 470,422 | +3.7% | 3.02% | +1.0% |
| Q1 2023 | $21,847,210 | +14.8% | 453,732 | +7.2% | 2.99% | +1.3% |
| Q4 2022 | $19,036,212 | -9.6% | 423,215 | -15.6% | 2.95% | -24.1% |
| Q3 2022 | $21,067,000 | -1.4% | 501,710 | +4.1% | 3.89% | -0.5% |
| Q2 2022 | $21,374,000 | -10.3% | 482,038 | +7.5% | 3.90% | -4.8% |
| Q1 2022 | $23,828,000 | +3.1% | 448,480 | +8.3% | 4.10% | -1.0% |
| Q4 2021 | $23,120,000 | +65.2% | 414,116 | +49.3% | 4.14% | +50.8% |
| Q3 2021 | $13,993,000 | +24.4% | 277,299 | +24.1% | 2.75% | +18.4% |
| Q2 2021 | $11,248,000 | +36.2% | 223,481 | +26.1% | 2.32% | +13.0% |
| Q1 2021 | $8,261,000 | +124.5% | 177,243 | +111.8% | 2.05% | +104.3% |
| Q4 2020 | $3,679,000 | – | 83,679 | – | 1.00% | – |
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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% |