SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 690 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $247,872 | -11.2% | 3,873 | -14.6% | 0.12% | -29.9% |
Q1 2024 | $279,039 | -14.2% | 4,535 | -22.1% | 0.18% | -23.4% |
Q4 2023 | $325,338 | +17.5% | 5,820 | +5.6% | 0.23% | +2.2% |
Q3 2023 | $276,983 | +4.8% | 5,511 | +8.7% | 0.23% | +22.8% |
Q2 2023 | $264,250 | +86.2% | 5,071 | +72.0% | 0.18% | +72.0% |
Q1 2023 | $141,946 | +7.0% | 2,948 | -0.0% | 0.11% | +1.9% |
Q4 2022 | $132,646 | – | 2,949 | – | 0.10% | – |
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% |