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 | $3,637,573 | -2.3% | 72,375 | +1.3% | 5.68% | +12.3% |
| Q2 2023 | $3,722,071 | +7.4% | 71,427 | -0.8% | 5.06% | +13.1% |
| Q1 2023 | $3,465,510 | +4.4% | 71,973 | -2.5% | 4.47% | +25.4% |
| Q4 2022 | $3,318,817 | +30.9% | 73,784 | +23.5% | 3.57% | +28.0% |
| Q3 2022 | $2,536,000 | -3.2% | 59,765 | +0.7% | 2.78% | +0.5% |
| Q2 2022 | $2,620,000 | -20.4% | 59,349 | -4.3% | 2.77% | +8.3% |
| Q1 2022 | $3,293,000 | -5.8% | 61,989 | -1.0% | 2.56% | -0.9% |
| Q4 2021 | $3,496,000 | +437.8% | 62,623 | +386.5% | 2.58% | +391.6% |
| Q3 2021 | $650,000 | +5.7% | 12,873 | +5.7% | 0.52% | +4.0% |
| Q2 2021 | $615,000 | +8.5% | 12,178 | +0.2% | 0.50% | +1.0% |
| Q1 2021 | $567,000 | +3.8% | 12,155 | -2.2% | 0.50% | -1.6% |
| Q4 2020 | $546,000 | +7.9% | 12,430 | -3.3% | 0.51% | -3.4% |
| Q3 2020 | $506,000 | +1.2% | 12,860 | -6.7% | 0.53% | -10.4% |
| Q2 2020 | $500,000 | +83.8% | 13,790 | +53.4% | 0.59% | +120.7% |
| Q1 2020 | $272,000 | -23.4% | 8,988 | -4.3% | 0.27% | -1.5% |
| Q4 2019 | $355,000 | +14.1% | 9,393 | +3.8% | 0.27% | +29.8% |
| Q3 2019 | $311,000 | – | 9,048 | – | 0.21% | – |
Download | ||||||
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% |