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 | $902,771 | -8.4% | 17,962 | -5.1% | 0.00% | 0.0% |
| Q2 2023 | $986,078 | +21.2% | 18,923 | +12.0% | 0.00% | 0.0% |
| Q1 2023 | $813,350 | +28.4% | 16,892 | +20.0% | 0.00% | 0.0% |
| Q4 2022 | $633,318 | +31.7% | 14,080 | +22.9% | 0.00% | 0.0% |
| Q3 2022 | $481,000 | -24.3% | 11,456 | -20.0% | 0.00% | 0.0% |
| Q2 2022 | $635,000 | +72.6% | 14,316 | +106.8% | 0.00% | – |
| Q1 2022 | $368,000 | +38.9% | 6,922 | +45.7% | 0.00% | – |
| Q4 2021 | $265,000 | +10.4% | 4,752 | 0.0% | 0.00% | – |
| Q3 2021 | $240,000 | +0.4% | 4,752 | 0.0% | 0.00% | – |
| Q2 2021 | $239,000 | +8.1% | 4,752 | 0.0% | 0.00% | – |
| Q1 2021 | $221,000 | -19.9% | 4,752 | -24.4% | 0.00% | – |
| Q4 2020 | $276,000 | +47.6% | 6,284 | +32.2% | 0.00% | – |
| Q3 2020 | $187,000 | -5.6% | 4,752 | -13.0% | 0.00% | – |
| Q2 2020 | $198,000 | +22.2% | 5,460 | +2.2% | 0.00% | – |
| Q1 2020 | $162,000 | -19.8% | 5,345 | 0.0% | 0.00% | – |
| Q4 2019 | $202,000 | -17.2% | 5,345 | -23.7% | 0.00% | – |
| Q3 2019 | $244,000 | +31.9% | 7,003 | +31.0% | 0.00% | – |
| Q2 2019 | $185,000 | +26.7% | 5,345 | +22.4% | 0.00% | – |
| Q1 2019 | $146,000 | +1985.7% | 4,367 | +1823.8% | 0.00% | – |
| Q4 2018 | $7,000 | -12.5% | 227 | 0.0% | 0.00% | – |
| Q3 2018 | $8,000 | -52.9% | 227 | -58.4% | 0.00% | – |
| Q2 2018 | $17,000 | +240.0% | 546 | +228.9% | 0.00% | – |
| Q1 2018 | $5,000 | -92.2% | 166 | -73.4% | 0.00% | – |
| Q3 2016 | $64,000 | – | 625 | – | 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% |