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 | $1,991,326 | +17.1% | 37,930 | +16.4% | 0.00% | 0.0% |
| Q2 2023 | $1,700,833 | +29.8% | 32,583 | +12.0% | 0.00% | 0.0% |
| Q4 2022 | $1,310,816 | +2.2% | 29,084 | +3.3% | 0.00% | 0.0% |
| Q3 2022 | $1,283,000 | +10.2% | 28,166 | +13.1% | 0.00% | 0.0% |
| Q2 2022 | $1,164,000 | -13.0% | 24,906 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,338,000 | -47.0% | 24,800 | -45.0% | 0.00% | 0.0% |
| Q4 2021 | $2,525,000 | -6.3% | 45,076 | -14.4% | 0.00% | 0.0% |
| Q3 2021 | $2,694,000 | +22.1% | 52,641 | +19.9% | 0.00% | 0.0% |
| Q2 2021 | $2,207,000 | +7.9% | 43,887 | +3.1% | 0.00% | 0.0% |
| Q1 2021 | $2,045,000 | -33.9% | 42,570 | -38.7% | 0.00% | -50.0% |
| Q4 2020 | $3,093,000 | +131.9% | 69,456 | +104.9% | 0.00% | +100.0% |
| Q3 2020 | $1,334,000 | +133300.0% | 33,898 | +102621.2% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 33 | -17.5% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 40 | +300.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | – | 10 | – | 0.00% | – |
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% |