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 | $1,423 | +5.4% | 28,305 | +9.3% | 0.19% | +6.3% |
| Q2 2023 | $1,350 | -26.7% | 25,905 | -32.3% | 0.18% | -30.6% |
| Q1 2023 | $1,842 | +27.4% | 38,247 | +19.0% | 0.25% | +12.5% |
| Q4 2022 | $1,446 | -99.9% | 32,147 | 0.0% | 0.22% | +5.7% |
| Q3 2022 | $1,350,000 | -5.3% | 32,147 | 0.0% | 0.21% | +86.0% |
| Q2 2022 | $1,425,000 | -11.0% | 32,147 | +6.6% | 0.11% | +42.5% |
| Q1 2022 | $1,602,000 | +27.3% | 30,147 | +33.8% | 0.08% | +25.0% |
| Q4 2021 | $1,258,000 | +6.9% | 22,528 | -3.4% | 0.06% | +4.9% |
| Q3 2021 | $1,177,000 | +0.3% | 23,328 | 0.0% | 0.06% | +8.9% |
| Q2 2021 | $1,174,000 | +8.2% | 23,328 | +0.2% | 0.06% | +5.7% |
| Q1 2021 | $1,085,000 | +6.0% | 23,288 | 0.0% | 0.05% | -10.2% |
| Q4 2020 | $1,024,000 | -42.6% | 23,288 | -48.7% | 0.06% | -47.3% |
| Q3 2020 | $1,785,000 | -46.7% | 45,370 | -50.9% | 0.11% | -11.8% |
| Q2 2020 | $3,350,000 | +152.6% | 92,396 | +110.8% | 0.13% | +10.4% |
| Q1 2020 | $1,326,000 | -22.5% | 43,839 | -3.1% | 0.12% | -17.9% |
| Q4 2019 | $1,711,000 | +8.6% | 45,244 | +0.0% | 0.14% | -14.6% |
| Q3 2019 | $1,576,000 | +0.9% | 45,236 | +0.0% | 0.16% | -8.4% |
| Q2 2019 | $1,562,000 | +4.2% | 45,228 | +0.2% | 0.18% | +27.9% |
| Q1 2019 | $1,499,000 | +13.7% | 45,117 | +0.0% | 0.14% | +48.9% |
| Q4 2018 | $1,318,000 | -1.3% | 45,110 | +15.1% | 0.09% | +11.9% |
| Q3 2018 | $1,335,000 | +94.9% | 39,196 | +82.3% | 0.08% | +71.4% |
| Q2 2018 | $685,000 | +95.2% | 21,504 | +89.2% | 0.05% | +69.0% |
| Q1 2018 | $351,000 | – | 11,364 | – | 0.03% | – |
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% |