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 | $899,217 | -10.0% | 17,891 | -6.7% | 0.12% | -6.3% |
| Q2 2023 | $999,064 | +4.5% | 19,172 | -3.4% | 0.13% | -2.3% |
| Q1 2023 | $956,066 | +14.4% | 19,856 | +6.9% | 0.13% | +12.1% |
| Q4 2022 | $835,728 | +7.1% | 18,580 | 0.0% | 0.12% | -1.7% |
| Q3 2022 | $780,000 | -15.7% | 18,580 | -10.9% | 0.12% | -17.5% |
| Q2 2022 | $925,000 | -16.5% | 20,855 | 0.0% | 0.14% | -5.3% |
| Q1 2022 | $1,108,000 | -4.8% | 20,855 | 0.0% | 0.15% | -6.8% |
| Q4 2021 | $1,164,000 | +11.0% | 20,855 | +0.4% | 0.16% | +1.2% |
| Q3 2021 | $1,049,000 | +0.3% | 20,780 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $1,046,000 | +7.9% | 20,780 | 0.0% | 0.16% | +0.6% |
| Q1 2021 | $969,000 | +6.1% | 20,780 | 0.0% | 0.16% | -7.6% |
| Q4 2020 | $913,000 | +12.0% | 20,780 | +0.3% | 0.17% | +0.6% |
| Q3 2020 | $815,000 | +8.5% | 20,721 | 0.0% | 0.17% | +1.8% |
| Q2 2020 | $751,000 | +14.1% | 20,721 | -4.8% | 0.17% | -4.6% |
| Q1 2020 | $658,000 | -21.4% | 21,756 | -1.7% | 0.17% | 0.0% |
| Q4 2019 | $837,000 | +8.6% | 22,134 | 0.0% | 0.17% | +1.8% |
| Q3 2019 | $771,000 | +0.8% | 22,134 | 0.0% | 0.17% | -0.6% |
| Q2 2019 | $765,000 | +2.5% | 22,134 | -1.4% | 0.17% | -2.8% |
| Q1 2019 | $746,000 | +15.8% | 22,449 | +1.8% | 0.18% | +1.1% |
| Q4 2018 | $644,000 | +190.1% | 22,047 | +238.2% | 0.18% | +243.1% |
| Q3 2018 | $222,000 | +4.2% | 6,519 | -2.3% | 0.05% | -3.8% |
| Q2 2018 | $213,000 | +0.5% | 6,671 | -2.8% | 0.05% | -7.0% |
| Q1 2018 | $212,000 | -1.4% | 6,864 | 0.0% | 0.06% | -1.7% |
| Q4 2017 | $215,000 | +6.4% | 6,864 | +300.0% | 0.06% | +1.8% |
| Q3 2017 | $202,000 | -1.9% | 1,716 | -19.4% | 0.06% | -48.2% |
| Q4 2014 | $206,000 | – | 2,129 | – | 0.11% | – |
Download | ||||||
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% |