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 | $3,343,351 | +22.9% | 51,145 | +13.7% | 1.66% | +11.4% |
| Q1 2024 | $2,721,482 | +11.9% | 44,998 | +1.8% | 1.49% | -7.0% |
| Q4 2023 | $2,432,669 | +68.3% | 44,182 | +53.6% | 1.61% | +46.7% |
| Q3 2023 | $1,445,110 | -7.3% | 28,764 | -0.9% | 1.10% | -0.5% |
| Q2 2023 | $1,558,840 | +1.9% | 29,012 | -9.2% | 1.10% | -3.7% |
| Q1 2023 | $1,530,345 | +11.1% | 31,942 | +7.9% | 1.14% | +10.1% |
| Q4 2022 | $1,377,023 | +37.6% | 29,607 | +24.3% | 1.04% | +19.3% |
| Q3 2022 | $1,001,000 | +38.8% | 23,828 | +49.4% | 0.87% | +54.8% |
| Q2 2022 | $721,000 | -29.1% | 15,953 | -26.5% | 0.56% | -26.8% |
| Q1 2022 | $1,017,000 | +51.8% | 21,701 | +65.1% | 0.77% | +46.3% |
| Q4 2021 | $670,000 | – | 13,147 | – | 0.52% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |