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 | $2,258,132 | -5.8% | 44,929 | -2.3% | 0.48% | -0.8% |
| Q2 2023 | $2,396,435 | +8.8% | 45,988 | -6.1% | 0.49% | +7.3% |
| Q1 2023 | $2,201,947 | +0.0% | 48,954 | 0.0% | 0.45% | 0.0% |
| Q4 2022 | $2,201,946 | +15.0% | 48,954 | +7.4% | 0.45% | -0.7% |
| Q3 2022 | $1,915,000 | +1.1% | 45,602 | +6.8% | 0.46% | +5.6% |
| Q2 2022 | $1,894,000 | -15.5% | 42,718 | +1.3% | 0.43% | -12.2% |
| Q1 2022 | $2,241,000 | -4.0% | 42,183 | +0.9% | 0.49% | -3.7% |
| Q4 2021 | $2,335,000 | +5.8% | 41,823 | -4.3% | 0.51% | +3.2% |
| Q3 2021 | $2,206,000 | +1.8% | 43,718 | +1.6% | 0.50% | -0.8% |
| Q2 2021 | $2,166,000 | +6.2% | 43,034 | -1.6% | 0.50% | -9.6% |
| Q1 2021 | $2,039,000 | +5.5% | 43,749 | -0.5% | 0.55% | -6.0% |
| Q4 2020 | $1,932,000 | +9.3% | 43,948 | -2.1% | 0.59% | -1.0% |
| Q3 2020 | $1,767,000 | +20.8% | 44,897 | +11.3% | 0.59% | +15.4% |
| Q2 2020 | $1,463,000 | +83.3% | 40,352 | +52.9% | 0.51% | +68.0% |
| Q1 2020 | $798,000 | +9.6% | 26,383 | +37.0% | 0.31% | +39.1% |
| Q4 2019 | $728,000 | +39.7% | 19,259 | +28.9% | 0.22% | +34.1% |
| Q3 2019 | $521,000 | +45.5% | 14,941 | +44.0% | 0.16% | +43.9% |
| Q2 2019 | $358,000 | +18.5% | 10,376 | +14.3% | 0.11% | +18.8% |
| Q1 2019 | $302,000 | +24.3% | 9,080 | +9.3% | 0.10% | +10.3% |
| Q4 2018 | $243,000 | – | 8,310 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |