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 | $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 ↓ |
|---|---|---|---|
| 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% |