SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,466,373 | +141.8% | 151,456 | +117.4% | 7.52% | +191.2% |
| Q3 2023 | $3,501,451 | -20.9% | 69,667 | -18.0% | 2.58% | -19.3% |
| Q2 2023 | $4,427,526 | +25.1% | 84,965 | +15.6% | 3.20% | +12.7% |
| Q1 2023 | $3,538,334 | +4.6% | 73,486 | -2.3% | 2.84% | -2.7% |
| Q4 2022 | $3,383,154 | +28.0% | 75,215 | +19.7% | 2.92% | +10.0% |
| Q3 2022 | $2,643,000 | +269.1% | 62,835 | +289.0% | 2.65% | +233.0% |
| Q2 2022 | $716,000 | -10.2% | 16,151 | +7.7% | 0.80% | +3.8% |
| Q1 2022 | $797,000 | +34.9% | 15,000 | +41.7% | 0.77% | +37.9% |
| Q4 2021 | $591,000 | – | 10,588 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |