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 | $2,061,263 | -3.6% | 41,012 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $2,137,135 | +8.2% | 41,012 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $1,974,728 | +106757.6% | 41,012 | -0.2% | 0.02% | -4.3% |
| Q4 2022 | $1,848 | -99.9% | 41,094 | 0.0% | 0.02% | -11.5% |
| Q3 2022 | $1,726,000 | -5.4% | 41,094 | -0.1% | 0.03% | -7.1% |
| Q2 2022 | $1,824,000 | -16.4% | 41,132 | +0.1% | 0.03% | +7.7% |
| Q1 2022 | $2,183,000 | -4.8% | 41,094 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $2,294,000 | +10.6% | 41,094 | 0.0% | 0.03% | +8.0% |
| Q3 2021 | $2,074,000 | +0.3% | 41,094 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $2,068,000 | +8.0% | 41,094 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $1,915,000 | – | 41,094 | – | 0.02% | – |
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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% |