SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,976,446 | +14.6% | 397,462 | +18.8% | 0.03% | +17.9% |
| Q2 2023 | $17,436,683 | +7.5% | 334,613 | -0.7% | 0.03% | +3.7% |
| Q1 2023 | $16,227,128 | +13.5% | 337,012 | +6.0% | 0.03% | +8.0% |
| Q4 2022 | $14,303,325 | +23.4% | 317,993 | +15.2% | 0.02% | +4.2% |
| Q3 2022 | $11,594,000 | +9.5% | 276,103 | +15.6% | 0.02% | +14.3% |
| Q2 2022 | $10,590,000 | +10.3% | 238,850 | +32.2% | 0.02% | +31.2% |
| Q1 2022 | $9,600,000 | +34.0% | 180,681 | +40.8% | 0.02% | +45.5% |
| Q4 2021 | $7,163,000 | +124.2% | 128,296 | +102.6% | 0.01% | +83.3% |
| Q3 2021 | $3,195,000 | +1352.3% | 63,324 | +1352.7% | 0.01% | – |
| Q2 2021 | $220,000 | +32.5% | 4,359 | +22.8% | 0.00% | – |
| Q1 2021 | $166,000 | +37.2% | 3,550 | +29.0% | 0.00% | – |
| Q4 2020 | $121,000 | +317.2% | 2,753 | +274.0% | 0.00% | – |
| Q3 2020 | $29,000 | +52.6% | 736 | +42.1% | 0.00% | – |
| Q2 2020 | $19,000 | +26.7% | 518 | +4.6% | 0.00% | – |
| Q1 2020 | $15,000 | +36.4% | 495 | +73.7% | 0.00% | – |
| Q4 2019 | $11,000 | +10.0% | 285 | 0.0% | 0.00% | – |
| Q3 2019 | $10,000 | 0.0% | 285 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | – | 285 | – | 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% |