SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 1,010 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.98 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,182,720 | +0.8% | 49,730 | -3.1% | 1.02% | +0.4% |
| Q1 2024 | $3,156,920 | +15.0% | 51,307 | +4.5% | 1.02% | +8.8% |
| Q4 2023 | $2,745,752 | -0.5% | 49,119 | -10.6% | 0.94% | -16.9% |
| 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% | – |
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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% |