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 | $20,687,559 | +51.2% | 411,612 | +56.8% | 13.38% | +40.1% |
| Q2 2023 | $13,682,215 | +17.5% | 262,564 | +8.6% | 9.55% | +18.1% |
| Q1 2023 | $11,645,175 | -5.7% | 241,852 | -11.9% | 8.09% | -12.3% |
| Q4 2022 | $12,350,000 | +9.0% | 274,573 | +1.8% | 9.22% | -14.1% |
| Q3 2022 | $11,328,000 | +12.0% | 269,768 | +18.2% | 10.73% | +1.6% |
| Q2 2022 | $10,116,000 | +59.8% | 228,139 | +101.2% | 10.56% | +73.8% |
| Q4 2021 | $6,332,000 | +1.7% | 113,415 | -3.2% | 6.08% | -7.4% |
| Q1 2021 | $6,225,000 | – | 117,175 | – | 6.56% | – |
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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% |