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 | $927,674 | -4.3% | 18,457 | -0.8% | 1.13% | +2.2% |
| Q2 2023 | $969,834 | +7.2% | 18,611 | -0.9% | 1.11% | -1.5% |
| Q1 2023 | $904,606 | +7.4% | 18,787 | +0.3% | 1.13% | -2.7% |
| Q4 2022 | $842,134 | +5.3% | 18,722 | -1.7% | 1.16% | -0.8% |
| Q3 2022 | $800,000 | -5.0% | 19,049 | +0.3% | 1.17% | +1.3% |
| Q2 2022 | $842,000 | -15.2% | 18,984 | +1.6% | 1.15% | -0.8% |
| Q1 2022 | $993,000 | -1.5% | 18,681 | +3.2% | 1.16% | +2.3% |
| Q4 2021 | $1,008,000 | – | 18,101 | – | 1.14% | – |
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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% |