SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $770,055 | -3.6% | 11,690 | -14.8% | 0.18% | -20.6% |
| Q1 2024 | $798,696 | +7.7% | 13,714 | +3.7% | 0.23% | +0.9% |
| Q4 2023 | $741,319 | -4.8% | 13,227 | -13.3% | 0.23% | -5.3% |
| Q3 2023 | $779,053 | +22.5% | 15,253 | +26.8% | 0.24% | +23.2% |
| Q2 2023 | $635,791 | +30.4% | 12,030 | +18.9% | 0.20% | +17.9% |
| Q1 2023 | $487,462 | +42.3% | 10,121 | +35.3% | 0.17% | +33.3% |
| Q4 2022 | $342,447 | -51.0% | 7,482 | -53.8% | 0.13% | -56.7% |
| Q3 2022 | $699,000 | +76.5% | 16,186 | +86.6% | 0.29% | +35.3% |
| Q2 2022 | $396,000 | -10.6% | 8,674 | +4.1% | 0.22% | +8.6% |
| Q1 2022 | $443,000 | +35.1% | 8,333 | +32.5% | 0.20% | -26.1% |
| Q4 2021 | $328,000 | 0.0% | 6,289 | 0.0% | 0.27% | -6.3% |
| Q3 2021 | $328,000 | 0.0% | 6,289 | -3.4% | 0.29% | -0.7% |
| Q2 2021 | $328,000 | – | 6,512 | – | 0.29% | – |
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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% |