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 | $6,269,633 | -5.8% | 124,744 | -2.4% | 6.21% | -2.9% |
| Q2 2023 | $6,657,469 | +7.3% | 127,758 | -0.9% | 6.40% | -4.4% |
| Q1 2023 | $6,206,439 | +6.2% | 128,898 | -0.8% | 6.69% | -10.2% |
| Q4 2022 | $5,842,362 | +4.1% | 129,888 | -2.9% | 7.45% | -2.5% |
| Q3 2022 | $5,614,000 | -7.3% | 133,709 | -2.2% | 7.64% | -3.3% |
| Q2 2022 | $6,059,000 | -16.8% | 136,647 | -0.4% | 7.91% | -14.2% |
| Q1 2022 | $7,286,000 | -6.6% | 137,139 | -1.8% | 9.21% | +23.5% |
| Q4 2021 | $7,799,000 | – | 139,686 | – | 7.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |