SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,573,879 | -8.2% | 51,211 | -4.9% | 0.32% | -4.3% |
| Q2 2023 | $2,805,238 | +6.1% | 53,833 | -2.0% | 0.33% | +1.9% |
| Q1 2023 | $2,644,205 | +12.3% | 54,916 | +4.9% | 0.32% | +7.3% |
| Q4 2022 | $2,354,298 | +31.5% | 52,341 | +22.8% | 0.30% | +33.2% |
| Q3 2022 | $1,790,000 | -8.8% | 42,625 | -3.6% | 0.23% | +5.1% |
| Q2 2022 | $1,962,000 | -12.8% | 44,239 | +4.4% | 0.22% | -1.8% |
| Q1 2022 | $2,251,000 | +19.7% | 42,376 | +25.9% | 0.22% | +26.6% |
| Q4 2021 | $1,880,000 | +10.5% | 33,670 | -0.2% | 0.17% | +4.8% |
| Q3 2021 | $1,702,000 | +3.0% | 33,729 | +2.7% | 0.16% | +3.8% |
| Q2 2021 | $1,653,000 | +13.6% | 32,837 | +5.2% | 0.16% | +8.9% |
| Q1 2021 | $1,455,000 | +29.1% | 31,212 | +21.7% | 0.15% | +24.8% |
| Q4 2020 | $1,127,000 | +4.5% | 25,645 | -6.4% | 0.12% | -4.9% |
| Q3 2020 | $1,078,000 | -19.6% | 27,389 | -25.9% | 0.12% | -24.5% |
| Q2 2020 | $1,340,000 | +34.1% | 36,965 | +12.0% | 0.16% | +21.6% |
| Q1 2020 | $999,000 | -40.8% | 33,010 | -26.0% | 0.13% | -33.3% |
| Q4 2019 | $1,688,000 | +13.1% | 44,621 | +4.2% | 0.20% | +9.8% |
| Q3 2019 | $1,492,000 | +32.9% | 42,815 | +31.7% | 0.18% | +18.1% |
| Q2 2019 | $1,123,000 | +59.3% | 32,511 | +53.3% | 0.16% | +55.0% |
| Q1 2019 | $705,000 | – | 21,206 | – | 0.10% | – |
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% |