SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,343,902 | -3.6% | 26,739 | 0.0% | 1.70% | +8.9% |
| Q2 2023 | $1,393,368 | +8.2% | 26,739 | 0.0% | 1.56% | +21.8% |
| Q1 2023 | $1,287,484 | +7.0% | 26,739 | 0.0% | 1.28% | -11.0% |
| Q4 2022 | $1,202,721 | -15.6% | 26,739 | -21.2% | 1.44% | -32.7% |
| Q3 2022 | $1,425,000 | -5.3% | 33,939 | 0.0% | 2.14% | +9.5% |
| Q2 2022 | $1,505,000 | -16.9% | 33,939 | -0.4% | 1.95% | +28.1% |
| Q1 2022 | $1,810,000 | -4.2% | 34,067 | +0.7% | 1.52% | -0.5% |
| Q4 2021 | $1,889,000 | – | 33,835 | – | 1.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |