SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,208,278 | -6.5% | 203,111 | -3.1% | 1.82% | -6.0% |
| Q2 2023 | $10,918,240 | +10.9% | 209,522 | +2.4% | 1.94% | +1.1% |
| Q1 2023 | $9,848,934 | +9.1% | 204,548 | +1.9% | 1.92% | 0.0% |
| Q4 2022 | $9,031,569 | +12.3% | 200,791 | +4.8% | 1.92% | -0.1% |
| Q3 2022 | $8,041,000 | -1.1% | 191,505 | +4.5% | 1.92% | -0.9% |
| Q2 2022 | $8,127,000 | -12.0% | 183,284 | +5.5% | 1.94% | +4.5% |
| Q1 2022 | $9,233,000 | +4.7% | 173,784 | +10.0% | 1.85% | +4.9% |
| Q4 2021 | $8,817,000 | +18.9% | 157,926 | +7.5% | 1.76% | -23.1% |
| Q3 2021 | $7,415,000 | +11.3% | 146,973 | +11.0% | 2.29% | +16.7% |
| Q2 2021 | $6,665,000 | +41.9% | 132,429 | +31.4% | 1.97% | +14.6% |
| Q1 2021 | $4,697,000 | +16.1% | 100,780 | +9.5% | 1.72% | +8.1% |
| Q4 2020 | $4,044,000 | +40.4% | 92,014 | +25.7% | 1.59% | +5.2% |
| Q3 2020 | $2,880,000 | +24.2% | 73,195 | +14.5% | 1.51% | -6.6% |
| Q2 2020 | $2,318,000 | +29.1% | 63,939 | +7.8% | 1.62% | -9.1% |
| Q1 2020 | $1,795,000 | +3.2% | 59,338 | +29.0% | 1.78% | +21.6% |
| Q4 2019 | $1,740,000 | – | 46,003 | – | 1.46% | – |
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% |