SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 687 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $488,583 | +21.0% | 7,634 | +16.3% | 0.10% | +15.9% |
Q1 2024 | $403,798 | +1.5% | 6,563 | -7.8% | 0.09% | -17.0% |
Q4 2023 | $397,961 | +56.5% | 7,119 | +40.7% | 0.11% | +43.2% |
Q3 2023 | $254,359 | -5.7% | 5,061 | -2.2% | 0.07% | -15.9% |
Q2 2023 | $269,620 | +9.0% | 5,174 | +0.7% | 0.09% | +15.8% |
Q1 2023 | $247,379 | +7.3% | 5,138 | +0.2% | 0.08% | +13.4% |
Q4 2022 | $230,567 | +7.2% | 5,126 | -0.1% | 0.07% | +4.7% |
Q3 2022 | $215,000 | -4.4% | 5,130 | +1.3% | 0.06% | +1.6% |
Q2 2022 | $225,000 | -95.5% | 5,066 | -94.6% | 0.06% | -94.9% |
Q1 2022 | $4,957,000 | -21.6% | 93,180 | -17.2% | 1.25% | -33.6% |
Q4 2021 | $6,322,000 | +10.7% | 112,518 | -0.6% | 1.88% | -3.0% |
Q3 2021 | $5,710,000 | +1.4% | 113,159 | +1.1% | 1.93% | +2.5% |
Q2 2021 | $5,633,000 | +14.4% | 111,927 | +6.0% | 1.89% | -5.7% |
Q1 2021 | $4,923,000 | +2.3% | 105,617 | -3.5% | 2.00% | -1.3% |
Q4 2020 | $4,810,000 | – | 109,410 | – | 2.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |