SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,429 | -10.6% | 12,225 | -7.4% | 0.00% | 0.0% |
| Q2 2023 | $687,644 | +23.8% | 13,196 | +14.4% | 0.00% | +33.3% |
| Q1 2023 | $555,266 | -5.4% | 11,532 | -11.6% | 0.00% | 0.0% |
| Q4 2022 | $586,810 | -6.6% | 13,046 | -12.8% | 0.00% | -25.0% |
| Q3 2022 | $628,000 | +0.2% | 14,962 | +5.8% | 0.00% | +33.3% |
| Q2 2022 | $627,000 | -16.5% | 14,136 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $751,000 | +7.3% | 14,136 | +12.8% | 0.00% | +33.3% |
| Q4 2021 | $700,000 | +11.3% | 12,535 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $629,000 | +30.8% | 12,462 | +30.3% | 0.00% | +50.0% |
| Q2 2021 | $481,000 | +136.9% | 9,566 | +77.9% | 0.00% | +100.0% |
| Q4 2019 | $203,000 | -10.2% | 5,376 | -17.3% | 0.00% | -50.0% |
| Q3 2019 | $226,000 | -19.9% | 6,499 | -20.5% | 0.00% | 0.0% |
| Q2 2019 | $282,000 | – | 8,170 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |