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 | $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% | – |
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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% |