SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,934 | -4.0% | 396,799 | -0.5% | 15.10% | -0.8% |
| Q2 2023 | $20,758 | +8.7% | 398,627 | +0.5% | 15.22% | +2.4% |
| Q1 2023 | $19,099 | +0.4% | 396,721 | -6.1% | 14.86% | -10.1% |
| Q4 2022 | $19,016 | -99.9% | 422,638 | +14.5% | 16.52% | +10.2% |
| Q3 2022 | $15,503,000 | +7.0% | 369,198 | +13.0% | 15.00% | +6.2% |
| Q2 2022 | $14,485,000 | -13.0% | 326,682 | +4.2% | 14.13% | -5.6% |
| Q1 2022 | $16,656,000 | +19.1% | 313,502 | +25.1% | 14.97% | +25.8% |
| Q4 2021 | $13,988,000 | +19.2% | 250,546 | +7.8% | 11.90% | +9.6% |
| Q3 2021 | $11,731,000 | +6.8% | 232,478 | +6.5% | 10.86% | +2.9% |
| Q2 2021 | $10,985,000 | – | 218,262 | – | 10.55% | – |
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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% |