SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 955 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 1.18 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,732,947 | +7.6% | 277,077 | +3.5% | 1.28% | +1.8% |
| Q1 2024 | $16,474,486 | +10.7% | 267,747 | +0.6% | 1.26% | +0.8% |
| Q4 2023 | $14,883,641 | +15.7% | 266,255 | +4.0% | 1.25% | +3.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,601,302 | $58,047,000 | 30.92% |
| Private Wealth Group, LLC | 827,111 | $29,983,000 | 24.62% |
| AFFINIA FINANCIAL GROUP, LLC | 773,091 | $28,025,000 | 23.13% |
| Stadion Money Management, LLC | 14,531,579 | $526,770,000 | 21.49% |
| O'Dell Group, LLC | 825,895 | $29,939,000 | 15.69% |
| Clear Perspective Advisors, LLC | 737,372 | $26,730,000 | 14.58% |
| Wealthcare Advisory Partners LLC | 3,225,381 | $116,920,000 | 14.57% |
| Detalus Advisors, LLC | 515,312 | $18,680,000 | 14.44% |
| Compass Ion Advisors, LLC | 440,128 | $15,955,000 | 14.23% |
| AlphaStar Capital Management, LLC | 1,475,031 | $55,756,000 | 11.91% |