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 | $9,650,684 | +18.2% | 192,015 | +22.5% | 0.20% | +21.1% |
| Q2 2023 | $8,165,554 | +31.5% | 156,698 | +21.5% | 0.16% | +23.8% |
| Q1 2023 | $6,208,381 | -0.3% | 128,938 | -6.9% | 0.13% | -7.8% |
| Q4 2022 | $6,226,481 | +26.4% | 138,428 | +18.0% | 0.14% | +16.5% |
| Q3 2022 | $4,926,000 | +4.6% | 117,308 | +10.4% | 0.12% | +10.0% |
| Q2 2022 | $4,710,000 | -8.8% | 106,233 | +9.3% | 0.11% | +2.8% |
| Q1 2022 | $5,163,000 | +18.8% | 97,166 | +24.8% | 0.11% | +21.6% |
| Q4 2021 | $4,347,000 | +11.1% | 77,856 | +0.4% | 0.09% | +2.3% |
| Q3 2021 | $3,914,000 | +31.7% | 77,575 | +31.4% | 0.09% | +34.4% |
| Q2 2021 | $2,971,000 | +1065.1% | 59,019 | +977.0% | 0.06% | +966.7% |
| Q1 2021 | $255,000 | – | 5,480 | – | 0.01% | – |
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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% |