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 | $2,084,419 | +43.2% | 41,473 | +48.5% | 0.00% | – |
| Q2 2023 | $1,455,700 | +7.6% | 27,935 | -0.6% | 0.00% | – |
| Q1 2023 | $1,352,980 | +162.1% | 28,100 | +144.9% | 0.00% | – |
| Q4 2022 | $516,194 | -71.5% | 11,476 | -73.4% | 0.00% | – |
| Q3 2022 | $1,814,000 | -11.3% | 43,206 | -6.3% | 0.00% | – |
| Q2 2022 | $2,045,000 | -19.8% | 46,117 | -4.0% | 0.00% | – |
| Q1 2022 | $2,551,000 | +1.4% | 48,027 | +6.6% | 0.00% | – |
| Q4 2021 | $2,515,000 | +248.8% | 45,049 | +215.1% | 0.00% | – |
| Q3 2021 | $721,000 | +6.2% | 14,297 | +5.9% | 0.00% | – |
| Q2 2021 | $679,000 | +19.5% | 13,495 | +10.8% | 0.00% | – |
| Q1 2021 | $568,000 | +36.9% | 12,183 | +28.9% | 0.00% | – |
| Q4 2020 | $415,000 | +12.2% | 9,448 | +0.5% | 0.00% | – |
| Q3 2020 | $370,000 | +48.0% | 9,404 | +36.4% | 0.00% | – |
| Q2 2020 | $250,000 | +0.8% | 6,892 | -15.8% | 0.00% | – |
| Q1 2020 | $248,000 | -34.4% | 8,186 | -18.0% | 0.00% | – |
| Q4 2019 | $378,000 | +6.8% | 9,983 | -1.6% | 0.00% | – |
| Q3 2019 | $354,000 | +3.2% | 10,144 | +2.1% | 0.00% | – |
| Q2 2019 | $343,000 | +32.9% | 9,935 | +26.8% | 0.00% | – |
| Q1 2019 | $258,000 | -18.1% | 7,834 | -28.0% | 0.00% | – |
| Q4 2018 | $315,000 | -15.1% | 10,876 | 0.0% | 0.00% | – |
| Q3 2018 | $371,000 | -10.0% | 10,876 | -15.9% | 0.00% | – |
| Q2 2018 | $412,000 | – | 12,933 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |