SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 690 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,054,133 | +11.8% | 63,346 | +7.5% | 0.61% | +9.5% |
| Q1 2024 | $3,626,301 | +16.1% | 58,936 | +5.5% | 0.56% | +32.5% |
| Q4 2023 | $3,123,713 | +52.5% | 55,880 | +37.1% | 0.42% | -5.8% |
| Q3 2023 | $2,048,008 | +40680.7% | 40,748 | -57.7% | 0.44% | -44.9% |
| Q2 2023 | $5,022 | +11.2% | 96,371 | +2.8% | 0.81% | +9.0% |
| Q1 2023 | $4,515 | +14.2% | 93,769 | +6.7% | 0.74% | -0.1% |
| Q4 2022 | $3,952 | -99.8% | 87,857 | +115.6% | 0.74% | +66.7% |
| Q3 2022 | $2,048,008 | -16.6% | 40,748 | -22.9% | 0.44% | -19.1% |
| Q2 2022 | $2,456,000 | +158.3% | 52,858 | +192.6% | 0.55% | +185.0% |
| Q1 2022 | $951,000 | – | 18,064 | – | 0.19% | – |
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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% |