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 | $309,300 | -51.2% | 6,154 | -49.4% | 0.09% | -49.7% |
| Q2 2023 | $633,345 | +8.2% | 12,154 | 0.0% | 0.19% | +3.3% |
| Q1 2023 | $585,215 | +7.0% | 12,154 | 0.0% | 0.18% | +1.1% |
| Q4 2022 | $546,687 | +7.2% | 12,154 | 0.0% | 0.18% | -1.6% |
| Q3 2022 | $510,000 | -5.4% | 12,154 | 0.0% | 0.18% | -1.1% |
| Q2 2022 | $539,000 | -22.6% | 12,154 | -7.2% | 0.18% | -8.9% |
| Q1 2022 | $696,000 | +1.3% | 13,094 | +6.4% | 0.20% | +5.2% |
| Q4 2021 | $687,000 | +10.8% | 12,310 | 0.0% | 0.19% | -9.0% |
| Q3 2021 | $620,000 | 0.0% | 12,310 | 0.0% | 0.21% | +0.5% |
| Q2 2021 | $620,000 | +8.0% | 12,310 | 0.0% | 0.21% | +0.5% |
| Q1 2021 | $574,000 | -5.4% | 12,310 | -10.9% | 0.21% | -14.3% |
| Q4 2020 | $607,000 | -29.3% | 13,810 | -36.7% | 0.24% | -37.6% |
| Q3 2020 | $858,000 | +76.2% | 21,810 | +62.3% | 0.39% | +63.6% |
| Q2 2020 | $487,000 | – | 13,440 | – | 0.24% | – |
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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% |