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 | $1,903,191 | -81.3% | 37,867 | -80.7% | 1.45% | -33.5% |
| Q2 2023 | $10,204,670 | +3.6% | 195,829 | -4.3% | 2.18% | +16.6% |
| Q1 2023 | $9,850,500 | -13.2% | 204,579 | -18.9% | 1.87% | -18.9% |
| Q4 2022 | $11,342,945 | -20.4% | 252,168 | -25.7% | 2.30% | -23.8% |
| Q3 2022 | $14,258,000 | -53.2% | 339,572 | -50.5% | 3.02% | -53.4% |
| Q2 2022 | $30,442,000 | -18.6% | 686,559 | -2.5% | 6.48% | -4.7% |
| Q1 2022 | $37,399,000 | +502.7% | 703,924 | +533.4% | 6.80% | +452.5% |
| Q4 2021 | $6,205,000 | – | 111,142 | – | 1.23% | – |
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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% |