SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,435,904 | +0.9% | 22,436 | -3.0% | 0.61% | -3.0% |
| Q1 2024 | $1,423,004 | +101.6% | 23,127 | +83.1% | 0.63% | +61.5% |
| Q4 2023 | $705,906 | -42.3% | 12,628 | -48.1% | 0.39% | -48.3% |
| Q3 2023 | $1,223,077 | +19.7% | 24,335 | +24.1% | 0.75% | +22.0% |
| Q2 2023 | $1,021,460 | +8.9% | 19,602 | +0.6% | 0.62% | -2.5% |
| Q1 2023 | $938,155 | +7.0% | 19,484 | 0.0% | 0.63% | -4.7% |
| Q4 2022 | $876,390 | – | 19,484 | – | 0.66% | – |
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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% |