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 | $18,828,110 | -0.4% | 374,614 | +3.2% | 16.08% | +2.8% |
| Q2 2023 | $18,912,570 | +11.5% | 362,936 | +3.0% | 15.65% | -0.2% |
| Q1 2023 | $16,965,221 | +10.0% | 352,341 | +2.7% | 15.68% | +2.5% |
| Q4 2022 | $15,428,154 | +8.6% | 343,000 | +1.4% | 15.30% | -2.2% |
| Q3 2022 | $14,206,000 | -3.5% | 338,323 | +2.0% | 15.65% | +0.9% |
| Q2 2022 | $14,714,000 | -13.6% | 331,836 | +3.5% | 15.51% | +1.4% |
| Q1 2022 | $17,037,000 | -2.9% | 320,672 | +2.1% | 15.29% | -0.5% |
| Q4 2021 | $17,539,000 | – | 314,145 | – | 15.36% | – |
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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% |