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 | $244,617 | -3.6% | 4,867 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $253,621 | +8.2% | 4,867 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,347 | +7.1% | 4,867 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $218,794 | -14.5% | 4,864 | -20.3% | 0.00% | -33.3% |
| Q3 2022 | $256,000 | +6.2% | 6,104 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $241,000 | -53.1% | 5,429 | -43.9% | 0.00% | -57.1% |
| Q1 2022 | $514,000 | -32.4% | 9,678 | -28.9% | 0.01% | -36.4% |
| Q4 2021 | $760,000 | -25.6% | 13,619 | -32.7% | 0.01% | -35.3% |
| Q3 2021 | $1,022,000 | +9190.9% | 20,245 | +9540.5% | 0.02% | – |
| Q2 2021 | $11,000 | -56.0% | 210 | -74.9% | 0.00% | -100.0% |
| Q1 2020 | $25,000 | – | 836 | – | 0.00% | – |
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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% |