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 | $5,321,189 | +3.1% | 108,907 | +13.0% | 4.81% | +10.3% |
| Q2 2023 | $5,161,136 | +20.0% | 96,362 | +7.0% | 4.36% | -1.0% |
| Q1 2023 | $4,299,730 | -6.3% | 90,047 | -9.9% | 4.40% | -15.4% |
| Q4 2022 | $4,590,364 | -1.5% | 99,943 | -2.9% | 5.20% | -7.2% |
| Q3 2022 | $4,660,000 | +18.0% | 102,966 | +21.1% | 5.61% | +13.9% |
| Q2 2022 | $3,949,000 | -11.6% | 85,055 | +1.2% | 4.92% | -7.7% |
| Q1 2022 | $4,467,000 | +3.9% | 84,083 | +9.2% | 5.33% | +8.1% |
| Q4 2021 | $4,298,000 | – | 76,987 | – | 4.93% | – |
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% |