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 | $780,689 | -3.0% | 15,533 | +0.6% | 0.15% | -9.9% |
| Q2 2023 | $804,631 | +10.5% | 15,441 | +2.1% | 0.17% | +0.6% |
| Q1 2023 | $728,124 | +9.9% | 15,122 | +2.6% | 0.17% | -1.2% |
| Q4 2022 | $662,645 | -30.3% | 14,732 | -35.0% | 0.17% | -57.2% |
| Q3 2022 | $951,000 | -36.3% | 22,666 | -25.0% | 0.40% | -38.7% |
| Q2 2022 | $1,492,000 | +50.4% | 30,214 | +61.7% | 0.66% | +83.2% |
| Q1 2022 | $992,000 | +37.2% | 18,684 | +44.2% | 0.36% | +53.6% |
| Q4 2021 | $723,000 | – | 12,954 | – | 0.23% | – |
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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% |