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 | $7,162,854 | -3.2% | 142,516 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $7,397,222 | +8.5% | 141,954 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $6,816,595 | +109157.8% | 141,570 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $6,239 | -99.9% | 138,709 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $5,842,000 | +287.1% | 139,133 | +308.6% | 0.00% | – |
| Q2 2022 | $1,509,000 | -10.9% | 34,048 | +6.8% | 0.00% | – |
| Q1 2022 | $1,693,000 | +0.8% | 31,872 | +5.9% | 0.00% | – |
| Q4 2021 | $1,680,000 | +4.9% | 30,107 | -5.1% | 0.00% | – |
| Q3 2021 | $1,601,000 | -2.3% | 31,734 | -2.6% | 0.00% | – |
| Q2 2021 | $1,639,000 | +2.5% | 32,571 | -5.1% | 0.00% | – |
| Q1 2021 | $1,599,000 | +4.7% | 34,315 | -1.2% | 0.00% | – |
| Q4 2020 | $1,527,000 | – | 34,745 | – | 0.00% | – |
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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% |