SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $433,241 | -3.6% | 8,620 | 0.0% | 0.14% | -2.1% |
Q2 2023 | $449,188 | +5.2% | 8,620 | -2.8% | 0.15% | -1.4% |
Q1 2023 | $426,802 | +7.0% | 8,864 | 0.0% | 0.15% | -4.5% |
Q4 2022 | $398,703 | +7.2% | 8,864 | 0.0% | 0.16% | +5.4% |
Q3 2022 | $372,000 | -12.7% | 8,864 | -7.7% | 0.15% | -9.8% |
Q2 2022 | $426,000 | -24.5% | 9,607 | -9.6% | 0.16% | -16.0% |
Q1 2022 | $564,000 | – | 10,623 | – | 0.19% | – |
Download |
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% |