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 | $8,012,097 | +40.8% | 159,413 | +45.9% | 0.00% | – |
| Q2 2023 | $5,691,923 | -72.8% | 109,229 | -74.9% | 0.00% | -100.0% |
| Q1 2023 | $20,915,445 | +9.3% | 434,381 | +2.1% | 0.01% | +25.0% |
| Q4 2022 | $19,144,298 | +13.2% | 425,618 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $16,911,000 | +74.1% | 402,739 | +83.9% | 0.00% | +33.3% |
| Q2 2022 | $9,712,000 | +77.2% | 219,034 | +112.2% | 0.00% | +200.0% |
| Q1 2022 | $5,482,000 | +48.6% | 103,200 | +56.1% | 0.00% | 0.0% |
| Q4 2021 | $3,690,000 | -34.8% | 66,100 | -41.1% | 0.00% | 0.0% |
| Q3 2021 | $5,660,000 | +293.3% | 112,177 | +292.2% | 0.00% | – |
| Q2 2021 | $1,439,000 | +25.6% | 28,600 | +16.3% | 0.00% | – |
| Q1 2021 | $1,146,000 | -80.2% | 24,584 | -83.3% | 0.00% | -100.0% |
| Q3 2020 | $5,778,000 | +543.4% | 146,841 | +492.8% | 0.00% | – |
| Q2 2020 | $898,000 | -9.0% | 24,771 | -5.1% | 0.00% | – |
| Q4 2019 | $987,000 | -81.4% | 26,107 | -83.6% | 0.00% | -100.0% |
| Q1 2019 | $5,301,000 | -9.5% | 159,524 | -20.5% | 0.00% | 0.0% |
| Q4 2018 | $5,858,000 | +524.5% | 200,545 | +628.2% | 0.00% | – |
| Q3 2018 | $938,000 | +135.7% | 27,541 | +566.9% | 0.00% | -100.0% |
| Q1 2016 | $398,000 | – | 4,130 | – | 0.00% | – |
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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% |