SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,508,732 | -41.9% | 268,777 | -39.8% | 0.00% | -50.0% |
| Q2 2023 | $23,255,651 | -30.6% | 446,280 | -35.9% | 0.00% | -50.0% |
| Q1 2023 | $33,503,637 | +68.1% | 695,818 | +57.0% | 0.01% | +60.0% |
| Q4 2022 | $19,930,413 | +5.8% | 443,095 | -1.2% | 0.01% | 0.0% |
| Q3 2022 | $18,832,000 | +100.7% | 448,475 | +112.0% | 0.01% | +66.7% |
| Q2 2022 | $9,381,000 | -9.8% | 211,579 | +8.1% | 0.00% | +50.0% |
| Q1 2022 | $10,403,000 | -39.3% | 195,805 | -36.2% | 0.00% | – |
| Q4 2021 | $17,146,000 | +179.7% | 307,098 | +152.8% | 0.00% | -100.0% |
| Q3 2021 | $6,131,000 | +53.6% | 121,500 | +53.2% | 0.00% | – |
| Q2 2021 | $3,991,000 | +63.5% | 79,321 | +51.5% | 0.00% | – |
| Q1 2021 | $2,441,000 | -66.0% | 52,370 | -67.9% | 0.00% | – |
| Q4 2020 | $7,184,000 | +36.4% | 163,398 | +22.1% | 0.00% | -100.0% |
| Q3 2020 | $5,266,000 | +1917.6% | 133,814 | +1758.5% | 0.00% | – |
| Q2 2020 | $261,000 | -89.9% | 7,200 | -91.6% | 0.00% | -100.0% |
| Q1 2020 | $2,593,000 | +48.7% | 85,706 | +85.9% | 0.00% | 0.0% |
| Q4 2019 | $1,744,000 | +443.3% | 46,104 | +400.6% | 0.00% | – |
| Q3 2019 | $321,000 | -78.1% | 9,210 | -78.3% | 0.00% | – |
| Q2 2019 | $1,464,000 | -13.0% | 42,375 | -16.3% | 0.00% | -100.0% |
| Q1 2019 | $1,683,000 | +92.1% | 50,652 | +68.8% | 0.00% | – |
| Q4 2018 | $876,000 | -65.2% | 30,005 | -59.3% | 0.00% | -100.0% |
| Q3 2018 | $2,515,000 | +173.4% | 73,807 | +813.3% | 0.00% | – |
| Q2 2017 | $920,000 | -82.0% | 8,081 | -82.5% | 0.00% | -100.0% |
| Q1 2017 | $5,113,000 | +1028.7% | 46,085 | +969.5% | 0.00% | – |
| Q4 2016 | $453,000 | -3.4% | 4,309 | -6.3% | 0.00% | – |
| Q3 2016 | $469,000 | -42.7% | 4,601 | -45.0% | 0.00% | – |
| Q2 2016 | $819,000 | -79.9% | 8,359 | -80.3% | 0.00% | -100.0% |
| Q1 2016 | $4,080,000 | +943.5% | 42,357 | +939.2% | 0.00% | – |
| Q4 2015 | $391,000 | -89.8% | 4,076 | -90.5% | 0.00% | -100.0% |
| Q3 2015 | $3,837,000 | +586.4% | 42,742 | +645.7% | 0.00% | – |
| Q2 2015 | $559,000 | -50.0% | 5,732 | -50.3% | 0.00% | – |
| Q4 2014 | $1,117,000 | -70.3% | 11,539 | -71.5% | 0.00% | -100.0% |
| Q3 2014 | $3,765,000 | -53.7% | 40,458 | -56.1% | 0.00% | -75.0% |
| Q1 2014 | $8,139,000 | +247.7% | 92,175 | +241.7% | 0.00% | +300.0% |
| Q4 2013 | $2,341,000 | -22.0% | 26,972 | -28.8% | 0.00% | -50.0% |
| Q3 2013 | $3,003,000 | +27.1% | 37,883 | +21.1% | 0.00% | +100.0% |
| Q2 2013 | $2,363,000 | – | 31,277 | – | 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% |