SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 955 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 1.18 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $50,099,713 | -29.2% | 782,809 | -32.0% | 0.00% | -33.3% |
| Q1 2024 | $70,802,571 | +83.4% | 1,150,700 | +66.6% | 0.00% | +50.0% |
| Q4 2023 | $38,615,720 | +56.3% | 690,800 | +23.9% | 0.00% | +100.0% |
| Q2 2022 | $24,714,000 | -17.7% | 557,366 | -1.4% | 0.00% | 0.0% |
| Q1 2022 | $30,031,000 | -14.6% | 565,244 | -10.2% | 0.00% | -50.0% |
| Q4 2021 | $35,162,000 | +7.3% | 629,797 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $32,761,000 | -11.5% | 649,245 | -11.7% | 0.00% | 0.0% |
| Q2 2021 | $37,011,000 | +44.4% | 735,371 | +33.7% | 0.00% | +100.0% |
| Q1 2021 | $25,630,000 | -4.9% | 549,873 | -10.4% | 0.00% | -50.0% |
| Q4 2020 | $26,963,000 | +14.7% | 613,364 | +2.7% | 0.00% | 0.0% |
| Q3 2020 | $23,510,000 | -22.4% | 597,455 | -28.5% | 0.00% | 0.0% |
| Q2 2020 | $30,306,000 | -2.4% | 836,038 | -18.5% | 0.00% | -33.3% |
| Q1 2020 | $31,038,000 | +37.5% | 1,026,058 | +71.9% | 0.00% | +50.0% |
| Q4 2019 | $22,569,000 | +4.1% | 596,736 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $21,683,000 | – | 622,167 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,601,302 | $58,047,000 | 30.92% |
| Private Wealth Group, LLC | 827,111 | $29,983,000 | 24.62% |
| AFFINIA FINANCIAL GROUP, LLC | 773,091 | $28,025,000 | 23.13% |
| Stadion Money Management, LLC | 14,531,579 | $526,770,000 | 21.49% |
| O'Dell Group, LLC | 825,895 | $29,939,000 | 15.69% |
| Clear Perspective Advisors, LLC | 737,372 | $26,730,000 | 14.58% |
| Wealthcare Advisory Partners LLC | 3,225,381 | $116,920,000 | 14.57% |
| Detalus Advisors, LLC | 515,312 | $18,680,000 | 14.44% |
| Compass Ion Advisors, LLC | 440,128 | $15,955,000 | 14.23% |
| AlphaStar Capital Management, LLC | 1,475,031 | $55,756,000 | 11.91% |