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 | $229,330 | -5.2% | 4,563 | -1.7% | 0.00% | – |
| Q2 2023 | $241,890 | +8.1% | 4,642 | -0.1% | 0.00% | – |
| Q1 2023 | $223,760 | +7.1% | 4,647 | 0.0% | 0.00% | – |
| Q4 2022 | $209,010 | -1.4% | 4,647 | -3.0% | 0.00% | – |
| Q2 2022 | $212,000 | -13.5% | 4,789 | +4.1% | 0.00% | – |
| Q1 2022 | $245,000 | -6.5% | 4,600 | -1.8% | 0.00% | – |
| Q4 2021 | $262,000 | +6.9% | 4,684 | -3.4% | 0.00% | -100.0% |
| Q3 2021 | $245,000 | +1013.6% | 4,848 | +611.9% | 0.00% | – |
| Q2 2018 | $22,000 | +4.8% | 681 | +2.1% | 0.00% | – |
| Q1 2018 | $21,000 | – | 667 | – | 0.00% | – |
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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% |