SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,027,498 | +33.6% | 179,615 | +38.5% | 0.01% | +33.3% |
| Q2 2023 | $6,759,069 | +32.2% | 129,708 | +22.2% | 0.01% | +28.6% |
| Q1 2023 | $5,112,902 | +35.1% | 106,187 | +26.2% | 0.01% | +16.7% |
| Q4 2022 | $3,784,068 | -5.8% | 84,127 | -12.0% | 0.01% | -14.3% |
| Q3 2022 | $4,015,000 | +3.0% | 95,626 | +8.7% | 0.01% | 0.0% |
| Q2 2022 | $3,898,000 | +50.6% | 87,933 | +80.5% | 0.01% | +75.0% |
| Q1 2022 | $2,589,000 | +22.1% | 48,714 | +28.2% | 0.00% | +33.3% |
| Q4 2021 | $2,120,000 | +28.7% | 37,988 | +16.4% | 0.00% | 0.0% |
| Q3 2021 | $1,647,000 | +21.4% | 32,649 | +21.0% | 0.00% | 0.0% |
| Q2 2021 | $1,357,000 | +26.4% | 26,972 | +17.1% | 0.00% | +50.0% |
| Q1 2021 | $1,074,000 | -0.6% | 23,036 | -6.2% | 0.00% | 0.0% |
| Q4 2020 | $1,080,000 | -25.6% | 24,567 | -33.4% | 0.00% | -50.0% |
| Q3 2020 | $1,452,000 | +14.7% | 36,895 | +5.6% | 0.00% | 0.0% |
| Q2 2020 | $1,266,000 | +87.6% | 34,923 | +56.5% | 0.00% | +33.3% |
| Q1 2020 | $675,000 | -68.3% | 22,316 | -60.4% | 0.00% | -57.1% |
| Q4 2019 | $2,129,000 | +2594.9% | 56,283 | +2380.5% | 0.01% | – |
| Q3 2019 | $79,000 | -24.0% | 2,269 | -24.9% | 0.00% | – |
| Q2 2019 | $104,000 | +30.0% | 3,020 | +26.0% | 0.00% | – |
| Q1 2019 | $80,000 | +566.7% | 2,397 | +499.2% | 0.00% | – |
| Q4 2018 | $12,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |