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 | $1,552,933 | +26.0% | 30,898 | +30.7% | 0.00% | 0.0% |
| Q2 2023 | $1,232,037 | +49300.0% | 23,643 | -54.4% | 0.00% | 0.0% |
| Q1 2023 | $2,494 | +233.0% | 51,792 | +211.1% | 0.00% | – |
| Q4 2022 | $749 | -100.0% | 16,649 | -66.7% | 0.00% | -100.0% |
| Q3 2022 | $2,098,000 | +12.7% | 49,959 | +19.0% | 0.00% | 0.0% |
| Q2 2022 | $1,862,000 | -36.4% | 41,991 | -23.8% | 0.00% | -50.0% |
| Q1 2022 | $2,929,000 | +621.4% | 55,138 | +532.8% | 0.00% | – |
| Q1 2021 | $406,000 | -25.0% | 8,714 | -45.1% | 0.00% | -100.0% |
| Q3 2018 | $541,000 | – | 15,872 | – | 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% |