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 | $5,309,080 | +8.5% | 105,632 | +12.5% | 0.62% | +7.5% |
Q2 2023 | $4,894,262 | +4.3% | 93,922 | -3.6% | 0.58% | -6.3% |
Q1 2023 | $4,693,309 | -0.6% | 97,473 | -7.1% | 0.62% | -11.8% |
Q4 2022 | $4,719,410 | +2.8% | 104,922 | -4.0% | 0.70% | -7.1% |
Q3 2022 | $4,590,000 | -7.9% | 109,305 | -2.8% | 0.75% | -8.3% |
Q2 2022 | $4,985,000 | +3.1% | 112,429 | +23.5% | 0.82% | +11.1% |
Q1 2022 | $4,837,000 | +63.7% | 91,049 | +72.0% | 0.74% | +65.4% |
Q4 2021 | $2,955,000 | +60.1% | 52,931 | +44.7% | 0.44% | +45.9% |
Q3 2021 | $1,846,000 | +28.8% | 36,586 | +28.5% | 0.30% | +22.5% |
Q2 2021 | $1,433,000 | +18.3% | 28,477 | +9.6% | 0.25% | +5.1% |
Q1 2021 | $1,211,000 | +42.3% | 25,990 | +34.3% | 0.24% | +30.2% |
Q4 2020 | $851,000 | +67.2% | 19,351 | +49.6% | 0.18% | +44.4% |
Q3 2020 | $509,000 | +808.9% | 12,938 | +744.5% | 0.13% | +641.2% |
Q2 2020 | $56,000 | +64.7% | 1,532 | +37.2% | 0.02% | 0.0% |
Q1 2020 | $34,000 | -49.3% | 1,117 | -36.0% | 0.02% | -43.3% |
Q4 2019 | $67,000 | – | 1,745 | – | 0.03% | – |
Download |
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% |