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 | $28,148,601 | +5.0% | 551,717 | +8.6% | 3.11% | +5.2% |
| Q2 2023 | $26,816,515 | +41.0% | 508,081 | +28.6% | 2.96% | +46.1% |
| Q1 2023 | $19,017,420 | +8.5% | 394,962 | +1.4% | 2.02% | -1.9% |
| Q4 2022 | $17,520,295 | +17.7% | 389,513 | +18.8% | 2.06% | +13.9% |
| Q3 2022 | $14,890,000 | +38.7% | 327,829 | +47.9% | 1.81% | +41.0% |
| Q2 2022 | $10,737,000 | -30.1% | 221,708 | -23.3% | 1.28% | -28.1% |
| Q1 2022 | $15,355,000 | +21.2% | 289,013 | +17.5% | 1.79% | +10.7% |
| Q4 2021 | $12,667,000 | – | 245,907 | – | 1.61% | – |
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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% |