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 | $67,870,423 | +21.4% | 1,350,386 | +25.8% | 29.62% | +25.2% |
| Q2 2023 | $55,924,238 | +9.7% | 1,073,196 | +1.3% | 23.66% | +0.2% |
| Q1 2023 | $50,995,615 | +7.7% | 1,059,099 | +0.6% | 23.61% | +0.3% |
| Q4 2022 | $47,333,702 | +0.6% | 1,052,328 | -6.0% | 23.53% | -1.3% |
| Q3 2022 | $47,031,000 | -5.4% | 1,120,058 | -0.1% | 23.85% | +3.5% |
| Q2 2022 | $49,723,000 | -15.5% | 1,121,405 | +1.2% | 23.04% | -1.4% |
| Q1 2022 | $58,850,000 | +36.3% | 1,107,675 | +43.3% | 23.38% | +43.9% |
| Q4 2021 | $43,165,000 | – | 773,161 | – | 16.24% | – |
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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% |