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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,797,000 | -47.8% | 33,821 | -45.1% | 0.66% | +8.4% |
| Q4 2021 | $3,440,000 | +0.3% | 61,620 | -9.4% | 0.60% | -56.1% |
| Q3 2021 | $3,431,000 | -7.5% | 67,989 | -7.8% | 1.38% | +49.7% |
| Q2 2021 | $3,711,000 | -9.7% | 73,734 | -16.3% | 0.92% | -14.7% |
| Q1 2021 | $4,108,000 | -3.7% | 88,128 | -9.2% | 1.08% | -29.0% |
| Q4 2020 | $4,268,000 | -5.1% | 97,077 | -15.0% | 1.52% | -11.6% |
| Q3 2020 | $4,496,000 | +31.3% | 114,254 | +21.0% | 1.72% | +17.3% |
| Q2 2020 | $3,423,000 | +43.3% | 94,419 | +19.6% | 1.47% | +16.1% |
| Q1 2020 | $2,389,000 | -54.5% | 78,974 | -43.2% | 1.26% | -38.2% |
| Q4 2019 | $5,256,000 | +33.1% | 138,985 | +22.6% | 2.04% | +14.9% |
| Q3 2019 | $3,950,000 | +99.8% | 113,353 | +98.1% | 1.78% | +98.0% |
| Q2 2019 | $1,977,000 | +65.2% | 57,226 | +58.9% | 0.90% | +69.0% |
| Q1 2019 | $1,197,000 | +236.2% | 36,019 | +195.6% | 0.53% | +197.2% |
| Q4 2018 | $356,000 | +201.7% | 12,187 | +251.3% | 0.18% | +258.0% |
| Q3 2018 | $118,000 | – | 3,469 | – | 0.05% | – |
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% |