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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $62,265 | +8.2% | 1,195 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $57,525 | +7.5% | 1,195 | +0.4% | 0.04% | -2.7% |
Q4 2022 | $53,525 | +7.0% | 1,190 | +0.5% | 0.04% | -5.1% |
Q3 2022 | $50,000 | -75.7% | 1,184 | -74.5% | 0.04% | -75.6% |
Q2 2022 | $206,000 | -15.2% | 4,639 | +0.3% | 0.16% | +3.2% |
Q1 2022 | $243,000 | – | 4,625 | – | 0.16% | – |
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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% |