SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 595 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $60,144,982 | -6.7% | 939,765 | -10.3% | 2.50% | -20.1% |
| Q1 2024 | $64,470,296 | +25.4% | 1,047,786 | +14.0% | 3.13% | -1.1% |
| Q4 2023 | $51,394,313 | +49.0% | 919,397 | +33.9% | 3.16% | +30.1% |
| Q3 2023 | $34,501,241 | +7.1% | 686,455 | +11.1% | 2.43% | +15.2% |
| Q2 2023 | $32,206,936 | +31.6% | 618,057 | +21.6% | 2.11% | +57.0% |
| Q1 2023 | $24,475,243 | +252.6% | 508,312 | +229.4% | 1.34% | +197.1% |
| Q4 2022 | $6,941,686 | +18.8% | 154,328 | +10.9% | 0.45% | +7.1% |
| Q3 2022 | $5,843,000 | +29.6% | 139,158 | +36.8% | 0.42% | +32.3% |
| Q2 2022 | $4,509,000 | +8.5% | 101,687 | +30.0% | 0.32% | +25.1% |
| Q1 2022 | $4,155,000 | +77.4% | 78,197 | +86.4% | 0.26% | +74.7% |
| Q4 2021 | $2,342,000 | – | 41,947 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,601,302 | $58,047,000 | 30.92% |
| Private Wealth Group, LLC | 827,111 | $29,983,000 | 24.62% |
| AFFINIA FINANCIAL GROUP, LLC | 773,091 | $28,025,000 | 23.13% |
| Stadion Money Management, LLC | 14,531,579 | $526,770,000 | 21.49% |
| O'Dell Group, LLC | 825,895 | $29,939,000 | 15.69% |
| Clear Perspective Advisors, LLC | 737,372 | $26,730,000 | 14.58% |
| Wealthcare Advisory Partners LLC | 3,225,381 | $116,920,000 | 14.57% |
| Detalus Advisors, LLC | 515,312 | $18,680,000 | 14.44% |
| Compass Ion Advisors, LLC | 440,128 | $15,955,000 | 14.23% |
| AlphaStar Capital Management, LLC | 1,475,031 | $55,756,000 | 11.91% |