SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 752 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 2024 | $7,427,130 | -13.5% | 116,049 | -16.7% | 4.24% | -19.6% |
| Q1 2024 | $8,581,897 | +7.4% | 139,297 | -2.5% | 5.28% | -4.9% |
| Q4 2023 | $7,988,624 | +13.1% | 142,909 | +1.7% | 5.55% | +0.7% |
| Q3 2023 | $7,062,060 | -36.3% | 140,511 | -34.0% | 5.51% | -32.7% |
| Q2 2023 | $11,091,008 | +223.3% | 212,838 | +198.7% | 8.18% | +187.5% |
| Q1 2023 | $3,430,974 | -1.7% | 71,256 | -8.2% | 2.85% | -7.1% |
| Q4 2022 | $3,490,096 | – | 77,592 | – | 3.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |