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 | $3,271,960 | -4.6% | 65,101 | -1.1% | 0.60% | -1.3% |
| Q2 2023 | $3,429,375 | +60.4% | 65,810 | +48.2% | 0.61% | +30.3% |
| Q1 2023 | $2,138,417 | +2.6% | 44,412 | -4.2% | 0.46% | +3.6% |
| Q4 2022 | $2,084,634 | +22.8% | 46,346 | +14.7% | 0.45% | -4.9% |
| Q3 2022 | $1,697,000 | -1.2% | 40,408 | +4.3% | 0.47% | +1.3% |
| Q2 2022 | $1,718,000 | -5.4% | 38,741 | +13.3% | 0.47% | -0.4% |
| Q1 2022 | $1,817,000 | – | 34,196 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |