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 | $2,760,380 | -4.4% | 54,922 | -0.8% | 1.13% | -0.1% |
| Q2 2023 | $2,886,373 | +2.5% | 55,390 | -5.3% | 1.13% | +1.5% |
| Q1 2023 | $2,815,379 | +15.9% | 58,471 | +8.3% | 1.11% | +0.8% |
| Q4 2022 | $2,428,560 | -19.9% | 53,992 | -25.2% | 1.10% | -24.7% |
| Q3 2022 | $3,031,000 | +0.6% | 72,172 | +6.2% | 1.46% | +2.6% |
| Q2 2022 | $3,014,000 | -0.7% | 67,982 | +8.4% | 1.43% | +5.9% |
| Q1 2022 | $3,035,000 | -5.3% | 62,698 | +9.2% | 1.35% | +4.1% |
| Q4 2021 | $3,206,000 | -20.8% | 57,430 | -28.5% | 1.29% | -20.1% |
| Q3 2021 | $4,050,000 | – | 80,267 | – | 1.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |