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 | $14,044 | +2.9% | 279,428 | +6.7% | 4.43% | +0.8% |
| Q2 2023 | $13,645 | -44.1% | 261,846 | -48.3% | 4.39% | +5.3% |
| Q1 2023 | $24,393 | +15.2% | 506,598 | +7.6% | 4.17% | +4.0% |
| Q4 2022 | $21,173 | -99.9% | 470,727 | +4.6% | 4.01% | +0.9% |
| Q3 2022 | $18,897,000 | +0.1% | 450,028 | +5.7% | 3.97% | +6.0% |
| Q2 2022 | $18,872,000 | +83.0% | 425,615 | +119.3% | 3.75% | +8.9% |
| Q1 2022 | $10,313,000 | +9.9% | 194,107 | +15.5% | 3.44% | +10.4% |
| Q4 2021 | $9,382,000 | +18.4% | 168,048 | +7.0% | 3.12% | +11.9% |
| Q3 2021 | $7,924,000 | +38.4% | 157,045 | +38.1% | 2.79% | +25.3% |
| Q2 2021 | $5,725,000 | +14.8% | 113,751 | +6.3% | 2.22% | +5.6% |
| Q1 2021 | $4,987,000 | +166.5% | 106,984 | +151.4% | 2.11% | +130.1% |
| Q4 2020 | $1,871,000 | +30.3% | 42,557 | +16.6% | 0.92% | +10.9% |
| Q3 2020 | $1,436,000 | +69.9% | 36,487 | +56.5% | 0.83% | +51.3% |
| Q2 2020 | $845,000 | – | 23,309 | – | 0.55% | – |
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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% |