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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $203,000 | -12.1% | 4,832 | -7.3% | 0.08% | +30.5% |
| Q2 2022 | $231,000 | -18.1% | 5,214 | -1.9% | 0.06% | -4.8% |
| Q1 2022 | $282,000 | -10.5% | 5,314 | -15.0% | 0.06% | -16.2% |
| Q3 2021 | $315,000 | -49.3% | 6,252 | -49.3% | 0.07% | -49.7% |
| Q2 2021 | $621,000 | +8.6% | 12,331 | +0.5% | 0.15% | 0.0% |
| Q1 2021 | $572,000 | +6.7% | 12,271 | +0.7% | 0.15% | -2.6% |
| Q4 2020 | $536,000 | – | 12,183 | – | 0.15% | – |
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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% |